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.


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.