Senior Wealth Client Advisor

CAPTRUST; Roseville (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision

Company 401(k) plan

Life insurance

Paid time off

Job summary

CAPTRUST is seeking a Wealth Client Management Consultant to work with one or several financial advisors, servicing and retaining wealth client relationships. You will provide proactive client service, assist with asset movements, and participate in reviews while collaborating with advisors and internal teams.

The position requires a four-year degree and at least five years in client service within financial services.

Qualifications

• Minimum 5 years of experience 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.
• Advanced proficiency in Microsoft Office Suite and PDF Editor.

Responsibilities

• Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service.
• Services existing client relationships including calls, meetings, requests, and processing money/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 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.

Skills

MS Office

Spreadsheets

Finance concepts

Team player

Time management

Analytical thinking

Process improvement

Communication

Education

Bachelor's degree

Tools

Microsoft Office

PDF Editor

Job description

CAPTRUST is seeking a Wealth Client Management Consultant to work with one or several financial advisors, servicing and retaining wealth client relationships. You will provide proactive client service, assist with asset movements, and participate in reviews while collaborating with advisors and internal teams.

The position requires a four-year degree and at least five years in client service within financial services.