Senior Wealth Client Management Associate

Overview

WHO are we looking for?

CAPTRUST is seeking a Senior Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve issues. The candidate also recommends solutions to moderately complex problems.

Primary responsibilities may include the following, among others:

Responsibilities

• Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
• Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
• Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
• Help CMCs and/or Advisors review client activities and recurring tasks
• Assist in processing onboarding packages, money movements, journal entries, and transfers of accounts with supervision
• Process trade flow requests with supervision
• Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives

Qualifications

Minimum Qualifications:

• Completion of a four-year degree from an accredited university or equivalent work experience
• 3-5 years’ experience in the investment industry
• Desired Qualifications/Skills: Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Positive attitude and a team player.
• Energized by change and ability to think “outside the box” regarding process improvement
• Flexibility to handle changing priorities, pressure, and short deadlines
• 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?
• 2375 East Camelback Road Suite 700 | Phoenix, Arizona
• 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. #mid-senior
• This position will remain open until filled.

Responsibilities

• Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
• Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
• Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
• Help CMCs and/or Advisors review client activities and recurring tasks
• Assist in processing onboarding packages, money movements, journal entries, and transfers of accounts with supervision
• Process trade flow requests with supervision
• Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives

Qualifications

Minimum Qualifications:

• Completion of a four-year degree from an accredited university or equivalent work experience
• 3-5 years’ experience in the investment industry
• Desired Qualifications/Skills: Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Positive attitude and a team player.
• Energized by change and ability to think “outside the box” regarding process improvement
• Flexibility to handle changing priorities, pressure, and short deadlines
• 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?
• 2375 East Camelback Road Suite 700 | Phoenix, Arizona
• 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. #mid-senior
• This position will remain open until filled.