Caprock

Caprock is a family office that serves as the CIO and CFO for ultra-high net worth families. Our team of 37 professionals, across six offices, oversees and advises on more than $7.5 Billion of assets, with a particular focus on private investments. We work closely with approximately 150 families to bring order, structure, and intentionality to every financial decision through thoughtful long-term planning and wealth management. Caprock’s experience and thoughtful approach to all aspects of portfolio management makes us well-suited to assist the families we serve in achieving their long-term goals and objectives.  

Caprock is privately owned with locations in San Jose, New York, Seattle, Newport Beach, Park City, and Boise. 

Nov 16, 2021
Full time
Caprock
Client Experience Specialist     Location: Park City, UT   FLSA Status: Exempt     About us   Caprock is a family office that serves as the CIO and CFO for ultra-high net worth families. Our team of 37 professionals, across six offices, oversees and advises on more than $7.5 Billion of assets, with a particular focus on private investments. We work closely with approximately 150 families to bring order, structure, and intentionality to every financial decision through thoughtful long-term planning and wealth management. Caprock’s experience and thoughtful approach to all aspects of portfolio management makes us well-suited to assist the families we serve in achieving their long-term goals and objectives.    Caprock is privately owned with locations in San Jose, New York, Seattle, Newport Beach, Park City, and Boise.   How you will spend your time:   The Client Experience Specialist will be essential to providing a world class...