Wealth Client Services & Coordination Associate

CAPTRUST; West Chester Township (OH); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

401(k) with company match

HSA/FSA options

Life insurance and disability benefits

Paid time off

Job summary

CAPTRUST is seeking a Wealth Client Management Associate to support Client Management Consultants in delivering excellent client service. You will assist with day-to-day tasks, onboarding, and coordinating responses to client inquiries to ensure timely, accurate outcomes.

Responsibilities include preparing quarterly reviews, maintaining client data in CAPCONNECT, and collaborating with teams across offices.

Qualifications

• Completion of a two- or four-year college degree from an accredited university.

Responsibilities

• Deliver proactive client service to the Wealth Client Service team and resolve client questions.

Skills

Microsoft Office

Financial concepts

Communication skills

Time management

Team player

Proactive follow-up

Detail-oriented

Education

Two- or four-year college degree

Tools

CAPCONNECT CRM

SharePoint

Microsoft Office Suite

Job description

CAPTRUST is seeking a Wealth Client Management Associate to support Client Management Consultants in delivering excellent client service. You will assist with day-to-day tasks, onboarding, and coordinating responses to client inquiries to ensure timely, accurate outcomes.

Responsibilities include preparing quarterly reviews, maintaining client data in CAPCONNECT, and collaborating with teams across offices.