Wealth Client Management Associate II

Captrust; Sanford (NC); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

401(k) plan with company match

Health savings accounts

Paid time off

Job summary

CAPTRUST seeks a Wealth Client Management Associate II to support Client Management Consultants with daily client service, research, and issue resolution. You will help prepare quarterly reviews, proposals, and client materials, while maintaining CAPConnect records and SharePoint document uploads.

You will also assist with reviews of client activity, contracts, and reports, ensuring accuracy and timely delivery in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent experience required.
• 2+ years in a client service role in brokerage, investment advisory or financial services.
• Proficiency with Microsoft Office and ability to learn CRM/Document systems.

Responsibilities

• Deliver proactive service to Wealth Client Service team and handle client questions and ad hoc requests.
• Prepare quarterly reviews, proposals, and client materials, including proofreading and mailing.
• Maintain client data in CAPConnect and upload documents to SharePoint.
• Assist CMCs in reviewing client activities and recurring tasks.
• Handle client service duties such as correspondence, reports, and new account paperwork.

Skills

Microsoft Office

Math skills

Team player

Process improvement

Adaptability

Education

Bachelor's degree

Tools

CAPConnect

SharePoint

PDF

Job description

Overview

WHO are we looking for?

CAPTRUST is seeking a Wealth Client Management Associate II 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, among others:

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

Qualifications

Minimum Qualifications:

• Completion of a four-year degree from an accredited university or equivalent work experience
• Minimum 2 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment

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?

603 Carthage Street Suite 210 | Sanford, North Carolina

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

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 role will remain posted until filled.