Wealth Client Management Consultant at CAPTRUST
Phoenix, AZ 85016, USA -
Full Time


Start Date

Immediate

Expiry Date

14 Sep, 25

Salary

0.0

Posted On

15 Jun, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Completion, Financial Services, Investment Advisory, Management Skills, It, Trusting Relationships, Spreadsheets

Industry

Financial Services

Description

WHO ARE WE LOOKING FOR?

CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others.

Responsibilities:

  • Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
  • Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client
  • Prepares and provides documentation and materials required for client calls and visits
  • May participate in investment reviews and annual reviews
  • Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
  • Works with 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
  • Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
  • Performs other duties and special projects as required, including firm-wide initiatives
  • Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role

Qualifications:

Minimum Qualifications:

  • Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
  • Completion of a four-year college degree from an accredited college or equivalent work experience

Desired Qualifications/Skills:

  • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
  • Ability to navigate spreadsheets
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player
  • Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
  • Analytical thinker and problem solver
  • Energized by change and ability to think “outside the box” regarding process improvement
  • Flexibility to handle changing priorities, pressure, and short deadlines
  • Self-motivated; ability to work well independently and with others
  • A high standard of professionalism and notable attention to detail
  • Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
  • Exceptional written and verbal communication skill
Responsibilities
  • Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
  • Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client
  • Prepares and provides documentation and materials required for client calls and visits
  • May participate in investment reviews and annual reviews
  • Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
  • Works with 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
  • Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
  • Performs other duties and special projects as required, including firm-wide initiatives
  • Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH rol
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