Wealth Client Success Partner

CAPTRUST; Folsom (CA); On-site; USD 75,000 - 90,000; Full time

Job summary

CAPTRUST seeks a Wealth Client Management Consultant to work with one or more financial advisors to service and retain wealth client relationships. The role applies specialized knowledge to assist Financial Advisors in providing excellent client service to individual investors and families.

The position involves relationship-building, handling client requests, asset movements, and onboarding new clients, with opportunities to participate in investment reviews.

Qualifications

• Minimum 5 years in a Client Service role in brokerage, investment advisory or financial services
• Completion of a four-year college degree from an accredited college or equivalent experience
• Strong written and verbal communication skills
• Experience servicing wealth client relationships and coordinating with Financial Advisors

Responsibilities

• Builds relationships with Financial Advisors, internal/external partners, and clients with proactive service
• Serves existing client relationships including requests, money/asset movements, and trade flow
• Prepares materials for client calls and visits
• May participate in investment and annual reviews
• Onboards new client relationships via reports, new account paperwork, and advisory agreements
• Ensures client satisfaction and CAPTRUST culture in interactions
• Maintains client records in compliance with CAPTRUST and regulatory standards
• Performs additional duties and firm-wide initiatives as needed
• On-site role; not remote or hybrid

Skills

Relationship building

Client service excellence

Financial concepts understanding

Time management

Analytical thinking

Proactive communication

Adaptability to change

Team player

Problem solving

Education

Bachelor's degree

Tools

Microsoft Office Suite

PDF Editor

Job description

CAPTRUST seeks a Wealth Client Management Consultant to work with one or more financial advisors to service and retain wealth client relationships. The role applies specialized knowledge to assist Financial Advisors in providing excellent client service to individual investors and families.

The position involves relationship-building, handling client requests, asset movements, and onboarding new clients, with opportunities to participate in investment reviews.