Senior Wealth Client Management Associate

Senior Client Management Associate

CAPTRUST is seeking a Senior 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.

Responsibilities

Primary responsibilities may include the following, amongst others :

• 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
• Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
• Assist CMCs and / or Advisors in reviewing client activities and recurring tasks
• Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives
• Maintain office, kitchen / breakroom area (keep area always stocked and clean) including office supplies
• Open and distribute mail as needed

Qualifications

Minimum Qualifications :

Desired Qualifications / Skills :

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 :

WHERE will you be working?

3 Dakota Dr #310 | North New Hyde Park, NY 11042

Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. #LI-Hybrid

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 :

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.