Senior Discretionary Operations Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

10 Jun, 26

Salary

0.0

Posted On

12 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Institutional Client Relationships, Discretionary Operations, Subject Matter Expert, Problem Solving, Client Management Consultants, Operational Efficiency, Onboarding Support, Recordkeeper Paperwork, Relationship Building, Risk Identification, CRM Systems, MS Office Suite, Attention To Detail, Financial Concepts, Time-Sensitive Task Management

Industry

Financial Services

Description

Overview WHO are we looking for? We are seeking a full-time Senior Institutional Discretionary Associate to support our efforts to service and retain discretionary institutional client relationships. This position will be on our centralized Institutional Discretion Operations team and will be a subject matter expert on our discretionary (3(38)) clients and their procedures. The candidate will support and execute solutions to moderately complex problems with extensive contact with our Client Management Consultants (CMCs), financial advisors, internal business partners, and operational teams at various recordkeeper partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Responsibilities Partner with other members of the consulting solutions group team to process and execute fund changes for our discretionary clients in a timely manner. Partake in operational efficiency with the 3(38) fund change process and create thoughtful improvements. Assists in retention of client relationships through onboarding support, correspondence, reports, recordkeeper paperwork, and collective investment trust agreements. Works with CMC’s, Financial Advisors, and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture. Services existing client relationships with the highest level of service and prompt follow-up with any stakeholders. Partner with other members of the onboarding team to continuously identify risks and opportunities as it pertains to the onboarding of institutional clients and work together and with management to address effectively. Build and strengthen relationships with external business partners such as recordkeepers and collective investment trust managers to facilitate efficient and accurate execution of any objectives for our shared clients. Qualifications Minimum Qualifications: Completion of a four-year college degree. Minimum 3-5 years of experience working in a Client Service role in the investment advisory or financial services environment. Proficiency in navigating CRM systems and MS Office Suite. Superior communication and relationship building skills. Proven track record of attention to detail, efficiency, and accuracy Desired Qualifications/Skills: Working knowledge of institutional entities. Excellent math skills and the ability to quickly grasp financial and investment concepts. Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously. 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) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 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.#associate This position will remain open until filled.

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Responsibilities

This role involves supporting and executing solutions for discretionary institutional client relationships, acting as a subject matter expert on 3(38) clients and their procedures. Responsibilities include processing fund changes, improving operational efficiency for the 3(38) fund change process, and assisting in client retention through onboarding and correspondence.