AS

Arps Benjamin Sroka

Client Relationship Manager at CAPTRUST

Benjamin Sroka, ARPS, currently serves as a Client Relationship Manager and Senior Client Management Consultant at CAPTRUST, where responsibilities include assisting Financial Advisors in servicing clients and acting as a liaison among various departments. Prior to this role, Benjamin Sroka held the position of Director of Mutual Fund Reconciliation at Fidelity Investments from 2010 to 2018, managing a team focused on share allocations and service goals. Additionally, Benjamin Sroka was the Manager of Participant Services at Fidelity Investments, overseeing a team of over 21 associates dedicated to providing exceptional customer service for workplace benefits including health insurance, 401(k)s, and pensions.

Links


Org chart


Teams

This person is not in any teams


Offices

This person is not in any offices