Wealth Client Management Associate

CAPTRUST; Olde West Chester (OH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Employer 401(k) plan with companymatch

Health savings accounts (HSA)

Flexible spending accounts (FSA)

Voluntary supplemental plans

Life insurance

Short-term disability

Long-term disability

Paid time off

Job summary

CAPTRUST seeks a Wealth Client Management Associate to support Client Management Consultants in delivering outstanding client service and managing day-to-day tasks. The role involves project support, research, and proposal preparation with a focus on issue resolution and client satisfaction.

You will coordinate onboarding tasks, maintain CRM data, and assist in preparing materials for quarterly reviews, ensuring accuracy and timely delivery.

Qualifications

• Completion of a two- or four-year college degree from an accredited university.
• 0-2 years of work experience is acceptable.
• Investment industry experience is a plus.

Responsibilities

• Deliver proactive client service to the Wealth Client Service team and handle client questions and ad hoc requests.
• Assist CMCs in preparing quarterly reviews, proposals, and client materials including printing and mailing.
• Maintain client information in CAPCONNECT CRM and assist with SharePoint document uploads.
• Handle client service functions including new account paperwork, mail, reports, and contracts.
• Assist in client onboarding and recurring tasks; coordinate with firm-wide associates.
• Greet office guests and answer phone calls in a professional manner.
• Assist in scheduling, calendars, and task confirmation.

Skills

MS Office

Math skills

Team player

Process improvement

Time management

Communication

Professionalism

Education

Two or Four year degree

Tools

CAPCONNECT CRM

SharePoint

Job description

CAPTRUST is seeking a Wealth Client Management Associatewho uses 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 preparing 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 records
• Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
• Assist CMCs with various client onboarding and recurring tasks
• Partners with associates from various offices firm-wide
• Greet office guests in a professional, friendly, and hospitable manner
• Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives
• Some additional responsibilities may include:
• Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
• Open and distribute mail as needed

Minimum Qualifications:

• Completion of a two or four-year college degree from an accredited university or 0-2 years of work experience
• Investment industry experience 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
• Self-motivated; ability to work well independently and with others
• A high standard of professionalism
• Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
• Exceptional written and verbal communication skills

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)s

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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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.