Relationship Management Associate

Relationship Management Associate

CAPTRUST is seeking a dynamic Relationship Management Associate who will deliver high-level customer service to clients of the firm. The successful candidate will join an established wealth management advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others :

Responsibilities

• Manage, coordinate, gather, and execute customized projects, requests, reports, due diligence, action items, and other tasks related to client service, client meetings, and client reviews.
• Coordinate client meetings and calls to collect information for financial planning projects and input information into financial planning software.
• Prepare for client meetings with senior advisors by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, financial planning recommendations and other topical information to clients.
• Implement portfolio changes, adjustments, asset allocation rebalance, recommendations, harvesting tax losses, and transitioning of client portfolios with CAPTRUST's operations, trading teams, and research groups.
• Assist in the implementation of client approved financial planning ideas such as estate planning strategies, charitable gifting initiatives, retirement distribution options, and insurance reviews.
• Serve as a liaison for the team with other CAPTRUST departments and maintain rapport with such to ensure high levels of communication, professionalism, and working team environment.

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 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 :

Where Will You Be Working?

One Liberty Square, 13th Floor | Boston, MA 02109

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 :

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.