Relationship Management Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

23 Jul, 26

Salary

80000.0

Posted On

24 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Financial planning, Portfolio management, Asset allocation, Tax loss harvesting, Estate planning, Retirement distribution, Insurance review, Communication, Presentation skills, Analytical skills, Attention to detail, Time management, Microsoft Office

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a dynamic Relationship Management Associate who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. The successful candidate will join an established wealth management advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others: Responsibilities Responsibilities: Manage, coordinate, gather, and execute customized projects, requests, reports, due diligence, action items, and other tasks related to client service, client meetings, and client reviews Coordinate client meetings and calls to collect information for financial planning projects and input information into financial planning software Prepare for client meetings with senior advisors by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, financial planning recommendations and other topical information to clients Implement portfolio changes, adjustments, asset allocation rebalance, recommendations, harvesting tax losses, and transitioning of client portfolios with CAPTRUST’s operations, trading teams and research groupsAssist in the implementation of client approved financial planning ideas such as estate planning strategies, charitable gifting initiatives, retirement distribution options, and insurance reviews Assist in the gathering of information and preparation of individual income tax returns Serve as a liaison for the team with other CAPTRUST departments and maintain rapport with such to ensure high levels of communication, professionalism, and working team environment Qualifications Minimum Qualifications: 0-2 years’ of relevant experience Strong proficiency utilizing Microsoft Office products Four-year college degree Desired Qualification/Skills: CPA, CFP, or CFP track preferred Excellent communication and presentation skills, and the ability to communicate information to Financial Advisors Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneouslyAbility to complete tasks and projects as assigned, to follow up as appropriate, and to work in a team environment Attention to detail and strong analytical skills 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 place 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 location and experience): $65,000 - $80,000 WHERE will you be working? One Liberty Square, 13th Floor | Boston, MA 02109 Following a training period, this role will transition to a hybrid work arrangement. 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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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. #associate This position will remain open until filled.

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Responsibilities

The Relationship Management Associate will manage client projects, coordinate meetings, and prepare financial reports for senior advisors. They will also assist in implementing portfolio adjustments, financial planning strategies, and tax return preparation.