Wealth Client Management Consultant

CAPTRUST

Montgomery (AL)

On-site

USD 60,000 - 80,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Employee ownership opportunities

Comprehensive health coverage

401(k) program with a 5% employer match

Job summary

CAPTRUST is seeking a Wealth Client Management Consultant to deliver exceptional service to clients and Financial Advisors. This is a full-time role based in Montgomery, AL, focusing on building relationships and ensuring client satisfaction in the financial services sector. Ideal candidates should possess 3-5 years of client service experience and a Bachelor's degree, coupled with strong organizational and communication skills.

Qualifications

Minimum 3-5 years of experience in a client service role.
Bachelor's degree completion or equivalent work experience.
Advanced proficiency in Microsoft Office Suite.

Responsibilities

Builds relationships and services existing client relationships.
Organizes and maintains client records adhering to compliance.
Prepares documentation for client calls and visits.

Skills

Organizational skills

Client relationship management

Excellent communication

Math skills

Education

Bachelor's degree from an accredited college

Tools

Microsoft Office Suite

Job description

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Responsibilities

CAPTRUST is seeking a

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

WHO are we looking for?

Responsibilities

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:

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 3-5 years of experience working in a client service role in the brokerage, investment advisory or Financial Services environment
Completion of a four-year college degree from an accredited college or equivalent work experience

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

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:

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

WHERE will you be working?

One Commerce St Suite 800 | Montgomery, AL 36104

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.

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. #mid-senior

Seniority level