Senior Wealth Client Management Associate

CAPTRUST; Minneapolis (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus (discretionary)

Health, dental & vision coverage

401(k) with company match

HSA/FSA & other accounts

Life, disability insurance

PTO/ PSL

Job summary

CAPTRUST is seeking a Senior Client Management Associate to support Client Management Consultants with day-to-day service, project tasks, and issue resolution. You will help prepare quarterly reviews, manage documents, and ensure accurate client data in CAPConnect.

The role requires a four-year degree and 3–5 years in investment services. Expect on-site work in Minneapolis, opportunities for process improvements, and a collaborative team culture with strong client focus.

Qualifications

• Completion of a four-year degree from an accredited university or equivalent work experience
• 3-5 years’ experience in the investment industry a plus

Responsibilities

• Resolve client questions and process transactions for the Wealth Client Service team
• Prepare quarterly reviews and proposals with CMCs, including proofreading, printing, binding, and mailing
• Maintain updated client contact information in CAPConnect CRM and upload documents to SharePoint
• Assist CMCs in reviewing client activities and recurring tasks
• Handle client service tasks such as correspondence, reports, new account paperwork, contracts, and research
• Schedule client meetings and support firm-wide initiatives
• Perform other duties and special projects as required; on-site role only

Skills

MS Office proficiency

Excel

Math skills

Team player

Problem solving

Adaptability

Education

Four-year college degree

Tools

Microsoft Excel

Microsoft Word

PowerPoint

SharePoint

CRM CAPConnect

Job description

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

WHO are we looking for?

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. Primary responsibilities may include the following, amongst others:

• 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

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 a plus

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?

333 S 7th St #2900 | Minneapolis, MN 55402

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:

• 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. #associate

This position will remain open until filled.