Senior Wealth Client Management Associate

Senior Wealth Client Management Associate

CAPTRUST is seeking a Senior Client Management Associate who will use 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.

Responsibilities

• Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad-hoc requests
• Work closely with CMCs 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 record
• Help CMCs review client activities and recurring tasks
• Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research
• Schedule and confirm client meetings, if necessary
• Perform 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

Minimum Qualifications

Desired Qualifications / Skills

Benefits

Where will you be working?

Due to the nature of the role, this is not a remote or work from home position.

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.

This position will remain open until filled.

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