Wealth Advisor

Examplecorpsandbox; Minneapolis (MN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

Comprehensive health coverage

401(k) with 5% employer match

Job summary

CAPTRUST is seeking a Wealth Client Management Consultant to work closely with financial advisors to provide exceptional service to wealth clients. This role is primarily focused on building and servicing client relationships, ensuring satisfaction, and complying with industry regulations.

Ideal candidates will have at least 5 years of client service experience in the financial sector, along with a strong proficiency in Microsoft Office. Note that this is an on-site position, reflecting CAPTRUST's commitment to high-touch client relations.

Qualifications

• Minimum 5 years of experience in a client service role within financial services.

Responsibilities

• Builds relationships with financial advisors and clients through proactive service.
• Processes client requests with prompt follow-up and high service level.
• Maintains client records as per compliance regulations.

Skills

Client Service experience

Advanced proficiency in Microsoft Office

Strong math skills

Organizational skills

Job description

Overview

CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians.

Primary responsibilities may include the following, amongst others:

Responsibilities

• Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
• Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and 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 our 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

Qualifications

Minimum Qualifications:

• Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment

Desired Qualifications/Skills:

• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
• Ability to design spreadsheets using formulas, linking cells and filtering functions
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously

Benefits

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

Location

10650 Red Circle Drive #303 | Minnetonka, MN 55343

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

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. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.