Wealth Client Management Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

28 May, 26

Salary

70000.0

Posted On

27 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Project Management, Issue Resolution, Data Entry, CRM System Maintenance, Document Preparation, Client Onboarding, Scheduling, Communication, Organization, Attention To Detail, Microsoft Office, Prioritization, Multi-tasking, Analytical Skills, Teamwork

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others: Responsibilities Deliver exceptional, proactive service to the Wealth Client Service team, which includes Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials; this includes preparing the documents, printing, binding, and mailing Maintain updated client contact information within the CRM system (CAPCONNECT) Resolving client questions, processing transactions, and responding to ad hoc requests Assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts Assist CMCs with various client onboarding and recurring tasks Partners with associates from various offices firm-wide Greet office guests in a professional, friendly, and hospitable manner (as needed) Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member (as needed) Assist in scheduling, calendaring, and confirming tasks, activities, and appointments (as needed) Perform other duties and special projects as required, including firm-wide initiatives Open and distribute mail (as needed) Qualifications Minimum Qualifications: Completion of a four-year degree from an accredited university or 0-3 years of relevant experience Desired Skills: Strong attention to detail and organizational skills. Strong proficiency utilizing Microsoft Office products. Prioritization skills and multi-tasking skills. Ability to manage many time-sensitive tasks simultaneously. Strong analytical and communication skills. Team-oriented mindset with a proactive service approach. 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): $57,000 - $70,000 WHERE will you be working? 500 Linden Oak, Suite 210, Rochester, NY 14625 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 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. This position will remain open until filled.

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Responsibilities

The associate will assist Client Management Consultants by preparing client review materials, maintaining client contact information in the CRM, resolving client inquiries, and processing transactions. Responsibilities also include assisting with new account paperwork, correspondence, and supporting various client onboarding and recurring administrative tasks.