WHO ARE WE LOOKING FOR?
CAPTRUST is seeking an Institutional Client Management Associate II who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. This position will support 4 West Coast offices. They include Denver, Sacramento, Phoenix and Bellevue. Primary responsibilities may include the following, among others:
Responsibilities:
- Deliver exceptional service and become a trusted partner to the Financial Advisor Service Teams managing their books of business by ensuring service needs are carried out with the highest level of attention and in a timely manner
- Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations
- Oversee critical maintenance/organization of system files, records, and assist with new client onboarding
- Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables
- Establish and develop relationships with FA service team and internal business partners
- Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client
- Assist in quarterly data collection, auditing, and input of system data
- Perform other duties and special projects independently or with a team as required by Financial Advisor Service Teams or the Institutional Client Services department
Qualifications:
Minimum Qualifications:
- 2-4 years of industry related experience
- Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro
Desired Qualifications/Skills:
- Excellent oral and written communications skills
- Exceptional attention to every detail and a personal ambition to be error-free
- Extremely organized; enjoys keeping accurate and detailed records
- Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
- High standards of professionalism (dress, manners, conduct, speech)
- Positive attitude and a team player
- Self-motivated and able to work well independently AND with others
- Excellent math skills and the ability to grasp financial/investment concepts
- Flexible with changes in priorities and able to handle the pressure of short deadlines
- Strong time-management skills; maintains a personal calendar/task planner system
