WHO ARE WE LOOKING FOR?

A dynamic, energetic Relationship Management Consultant who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional 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.

Responsibilities:

• Deliver high-level customer service in a team-oriented environment; continuously working to create better client experience
• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or brief the senior advisor(s) for delivery
• Work with Senior Advisors and Financial Planners to provide wealth management services from initial proposal through daily servicing
• Assure all interactions and transactions meet firm standards for responsiveness, timeliness, and accuracy
• Maintain current knowledge of the following: 1) client’s accounts; 2) investment and planning history with firm; 3) investment goals, objectives, and policy statements; 4) family structure; and 5) ongoing service needs
• Prepare for client meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
• Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios
• Serve as a liaison for the team with other CAPTRUST departments and custodians, maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment

Qualifications:

MINIMUM QUALIFICATIONS:

• Professional experience in wealth management or relationship management
• FINRA licensing Series 65 (or Series 6 or 7 with Series 66) or on track to obtain within three months of hire
• Strong proficiency utilizing Microsoft Office products

DESIRED QUALIFICATIONS/SKILLS:

• Ability to review, research, interpret, and discuss investment, financial, and security specific data with Senior Advisors and clients
• Excellent communication and presentation skills
• Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
• Ability to work independently and as part of a team

• Deliver high-level customer service in a team-oriented environment; continuously working to create better client experience
• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or brief the senior advisor(s) for delivery
• Work with Senior Advisors and Financial Planners to provide wealth management services from initial proposal through daily servicing
• Assure all interactions and transactions meet firm standards for responsiveness, timeliness, and accuracy
• Maintain current knowledge of the following: 1) client’s accounts; 2) investment and planning history with firm; 3) investment goals, objectives, and policy statements; 4) family structure; and 5) ongoing service needs
• Prepare for client meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
• Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios
• Serve as a liaison for the team with other CAPTRUST departments and custodians, maintaining rapport with such to ensure high levels of communication, professionalism, and working team environmen