WHO ARE WE LOOKING FOR?

CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others:

Responsibilities:

• Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
• Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
• Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
• Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
• Assist CMCs and/or Advisors in reviewing client activities and recurring tasks
• Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives
• Some additional responsibilities may include:
• Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
• Open and distribute mail as needed

Qualifications:

Minimum Qualifications:

• 3-5 years of Investment industry experience
• High School Diploma or equivalent

Desired Qualifications/Skills:

• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Positive attitude and a team player
• Energized by change and ability to think “outside the box” regarding process improvement
• Flexibility to handle changing priorities, pressure, and short deadlines
• Self-motivated; ability to work well independently and with others
• A high standard of professionalism
• Notable attention to detail
• Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
• Exceptional written and verbal communication skills

• Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
• Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
• Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
• Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
• Assist CMCs and/or Advisors in reviewing client activities and recurring tasks
• Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives
• Some additional responsibilities may include:
• Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
• Open and distribute mail as neede