Wealth Client Services Consultant

Examplecorpsandbox; Minneapolis (MN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Employee ownership opportunities

Brick Bonus success sharing program

Comprehensive health coverage

401(k) with 5% employer match

Job summary

CAPTRUST is seeking a Wealth Client Management Consultant to work closely with financial advisors to provide exceptional service to wealth clients. This role is primarily focused on building and servicing client relationships, ensuring satisfaction, and complying with industry regulations.

Ideal candidates will have at least 5 years of client service experience in the financial sector, along with a strong proficiency in Microsoft Office. Note that this is an on-site position, reflecting CAPTRUST's commitment to high-touch client relations.

Qualifications

• Minimum 5 years of experience in a client service role within financial services.

Responsibilities

• Builds relationships with financial advisors and clients through proactive service.
• Processes client requests with prompt follow-up and high service level.
• Maintains client records as per compliance regulations.

Skills

Client Service experience

Advanced proficiency in Microsoft Office

Strong math skills

Organizational skills

Job description

CAPTRUST is seeking a Wealth Client Management Consultant to work closely with financial advisors to provide exceptional service to wealth clients. This role is primarily focused on building and servicing client relationships, ensuring satisfaction, and complying with industry regulations.

Ideal candidates will have at least 5 years of client service experience in the financial sector, along with a strong proficiency in Microsoft Office. Note that this is an on-site position, reflecting CAPTRUST's commitment to high-touch client relations.