Victoria Rudolph
Client Management Consultant | Wealth Client Service
- Role
- Client Management Consultant Wealth Client Service at CAPTRUST
- Location
- Montgomery, AL, US
- LinkedIn followers
- 500 followers
About Victoria Rudolph
Experienced Wealth Management Consultant, Customer Care Professional, and Front Office…
Experience
Client Management Consultant Wealth Client Service
Dec 2022 — Present · US
Builds relationships with Financial Advisors, internal and external business partners, and clients.• Prepares and provides documentation and materials required for client calls and visits. • Onboards new client relationships through correspondence, reports, new account paperwork and advisory agreements. • Performs other duties and special projects asrequired, including firm-wide initiatives.
Education
University of Maryland Global Campus
Human Resource Management, Human Resources Management/Personnel Administration, General
2023
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