Wealth Client Management Specialist

CAPTRUST; Raleigh (NC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

Comprehensive health coverage + Person

401(k) program with a 5% employer**

Job summary

CAPTRUST is seeking a Wealth Client Management Consultant to work with financial advisors and service wealth client relationships in Raleigh, NC. This role involves handling client requests, processing money and asset movements, and preparing materials for calls and meetings.

The ideal candidate has at least five years in client service within brokerage or financial services, a bachelor's degree, and strong proficiency in Microsoft Office.

Qualifications

• Minimum 5 years of client service experience in the brokerage, investment advisory or financial services environment.
• Completion of a four-year college degree from an accredited college or equivalent work experience

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

Skills

Microsoft Office Suite

Excel

Math skills

Communication

Time management

Problem solving

Team player

Attention to detail

Education

Bachelor's degree

Tools

PDF Editor

Job description

CAPTRUST is seeking a Wealth Client Management Consultant to work with financial advisors and service wealth client relationships in Raleigh, NC. This role involves handling client requests, processing money and asset movements, and preparing materials for calls and meetings.

The ideal candidate has at least five years in client service within brokerage or financial services, a bachelor's degree, and strong proficiency in Microsoft Office.