Wealth Client Experience Consultant

CapTrust Advisors, LLC; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Paid time off (PTO) or Paid Sick Leave (PSL)

Job summary

CapTrust Advisors, LLC in Phoenix, AZ is seeking a Wealth Client Management Consultant to work closely with financial advisors. This role involves servicing and retaining client relationships and requires at least 5 years of experience in the financial services sector.

The ideal candidate will have excellent communication skills, strong proficiency in Microsoft Office, and a commitment to high-quality customer service. Benefits include a discretionary bonus and comprehensive health coverage.

Qualifications

• Minimum 5 years of experience in a Client Service role in financial services.
• Self-motivated; ability to work well independently and in teams.
• Proactive in task follow-up, exceptional time-management skills.

Responsibilities

• Builds relationships with Financial Advisors and clients.
• Services existing client relationships with high-level service.
• Organizes and maintains client records in accordance with compliance.

Skills

Advanced proficiency in Microsoft Office Suite

Ability to navigate spreadsheets

Excellent math skills

Organizational and prioritization skills

Analytical thinker

Exceptional written and verbal communication skills

Education

Four-year college degree

Job description

CapTrust Advisors, LLC in Phoenix, AZ is seeking a Wealth Client Management Consultant to work closely with financial advisors. This role involves servicing and retaining client relationships and requires at least 5 years of experience in the financial services sector.

The ideal candidate will have excellent communication skills, strong proficiency in Microsoft Office, and a commitment to high-quality customer service. Benefits include a discretionary bonus and comprehensive health coverage.