Wealth Management Clients

Please note that the Black Diamond Wealth Management Performance Reporting Portal will be unavailable Saturday, December 8, through Monday, December 10, due to system maintenance.

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Client Services

Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.

With roles in Raleigh, North Carolina; Charlotte, North Carolina; and Tampa, Florida, our Client Services team is the hub of exceptional service for our clients and colleagues.

Centered around providing high-touch service to our new and current retirement plan, endowment and foundation, and wealth management clients, a typical day in Client Services involves working closely with a financial advisor and partnering with colleagues in investment research, marketing, professional services, and the advisory team.

With a defined career path, Client Services is a great opportunity for those candidates who want to work in the financial services industry. If you enjoy working in a team environment, have a strong desire to learn, possess superior oral and written communication skills, and pay exceptional attention to detail with a personal ambition to be error free, Client Services at CAPTRUST may be for you.