Wealth Client Success & Onboarding Associate

CAPTRUST; Olde West Chester (OH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

Employer 401(k) plan with companymatch

Health savings accounts (HSA)

Flexible spending accounts (FSA)

Voluntary supplemental plans

Life insurance

Short-term disability

Long-term disability

Paid time off

Job summary

CAPTRUST seeks a Wealth Client Management Associate to support Client Management Consultants in delivering outstanding client service and managing day-to-day tasks. The role involves project support, research, and proposal preparation with a focus on issue resolution and client satisfaction.

You will coordinate onboarding tasks, maintain CRM data, and assist in preparing materials for quarterly reviews, ensuring accuracy and timely delivery.

Qualifications

• Completion of a two- or four-year college degree from an accredited university.
• 0-2 years of work experience is acceptable.
• Investment industry experience is a plus.

Responsibilities

• Deliver proactive client service to the Wealth Client Service team and handle client questions and ad hoc requests.
• Assist CMCs in preparing quarterly reviews, proposals, and client materials including printing and mailing.
• Maintain client information in CAPCONNECT CRM and assist with SharePoint document uploads.
• Handle client service functions including new account paperwork, mail, reports, and contracts.
• Assist in client onboarding and recurring tasks; coordinate with firm-wide associates.
• Greet office guests and answer phone calls in a professional manner.
• Assist in scheduling, calendars, and task confirmation.

Skills

MS Office

Math skills

Team player

Process improvement

Time management

Communication

Professionalism

Education

Two or Four year degree

Tools

CAPCONNECT CRM

SharePoint

Job description

CAPTRUST seeks a Wealth Client Management Associate to support Client Management Consultants in delivering outstanding client service and managing day-to-day tasks. The role involves project support, research, and proposal preparation with a focus on issue resolution and client satisfaction.

You will coordinate onboarding tasks, maintain CRM data, and assist in preparing materials for quarterly reviews, ensuring accuracy and timely delivery.