CapTrust Wealth Advisors is looking for a full-time, in-person Senior Client Service Associate to join our growing team on 8th Street in beautiful downtown Holland, Michigan.

We’re seeking a proactive problem-solver, a collaborative team anchor, and a strategic partner ready to strengthen our entire client experience.

Your Role

- Anchor the Team: Partner closely with advisors and serve as a trusted, go-to resource and escalation point for complex client needs.

- Streamline Operations: Master end-to-end client service workflows (from onboarding to RMDs, estate transitions, and charitable giving) while actively finding ways to make them better.

- Drive Excellence: Use your analytical skills to anticipate client needs and deliver thoughtful, highly accurate solutions.

An Idea of What We’re Looking For

- A strong background or interest in financial operations, technology, or client service.

- A detail-oriented, collaborative team player who stays calm under deadlines.

- An intellectual curiosity to continuously improve processes.

- A willingness to obtain securities licensing.

Why You’ll Love It Here

At CapTrust, your voice matters, and your ideas for improving our workflows and systems are highly encouraged and valued. You'll gain hands-on exposure to the entire lifecycle of wealth management while working alongside a collaborative, supportive team.

Let’s Talk

If you’re looking for real responsibility with room to grow, we want to hear from you. For a complete job description and to learn more, visit: https://ctwealth.com/careers.

You can also send your resume and start the conversation directly at: talent@ctwealth.com.

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance

Education:

• Bachelor's (Preferred)

Experience:

• Client services: 10 years (Required)

Location:

• Holland, MI 49423 (Required)

Ability to Commute:

• Holland, MI 49423 (Required)

Work Location: In person