Institutional Client Service Manager at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

130000.0

Posted On

07 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service Management, Team Leadership, Mentorship, Strategic Oversight, Client Relationship Management, Issue Resolution, Service Standards Monitoring, Process Improvement, Interdepartmental Partnership, ERISA Guidelines, Investment Analysis, Project Management, Communication, Problem Solving, Integrity, Objectivity

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking an Institutional Client Service Manager who will support our efforts of delivering high-level service to clients at our firm. The Manager will act as a resource to our client service team members through mentorship and strategic oversight to ensure both the quality of services provided to clients as well as the maintenance of our culture of integrity, teamwork, and putting clients' interests first. Primary responsibilities may include the following, among others: Responsibilities Lead a team of client service team representatives responsible for delivering exceptional, proactive service to valued client relationships while contributing to initiatives supporting and advancing the overall client experience Build an intentional, purposeful relationship with financial advisors, consistently requesting feedback on client service teammates and overall service levels Assist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiries Sets expectations for client service team representatives to monitor metrics and service standards Contribute to enhancements in client service and procedures by participating and/or leading departmental initiatives/projects Develop strong working partnerships with other departments in the firm Performs other duties and special projects as required Qualifications Minimum Qualifications: Completion of a four-year college degree or equivalent years of experience 8-10 years experience working in client service in the investment advisory, brokerage, or financial services industry 4 years experience managing large teams Desired Qualifications/Skills: Working knowledge of ERISA guidelines and regulations Comprehension of the qualitative and quantitative aspects of various types of investments including mutual funds, separate accounts, alternatives, and private equities Understanding of the various levels of investments including the fund managers and associated expenses Proven track record in project management WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) Compensation range (depending on experience) in Sacramento, CA and Denver, CO: $100,000 - $130,000.00 WHERE will you be working? 6465 Greenwood Plaza Blvd #350 | Greenwood Village, CO 80111 or 2375 East Camelback Rd #700 | Phoenix, AZ 85016 or 740 University Ave | Sacramento, CA 95825 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until filled.

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Responsibilities

The manager will lead a team of client service representatives to deliver exceptional service, acting as a resource through mentorship and strategic oversight. Responsibilities include setting service expectations, monitoring metrics, assisting with complex client issues, and contributing to service procedure enhancements.