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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.

Announcements

Announcements

VESTED, Winter 2019

We are pleased to announce that the Winter 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail next week. If you are interested in receiving VESTED Magazine, please let us know via email.

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