About this opportunity
Captrust lists this Wealth Client Management Consultant opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others:
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
Qualifications
Minimum Qualifications:
Minimum 5 years of experience working in a Client Service role in the brokerage or investment advisory environment
Desired Qualifications/Skills:
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
Ability to design spreadsheets using formulas, linking cells and filtering functions
Excellent math skills and the ability to quickly grasp financial and investment concepts
Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)
Compensation range (depending on location and experience): $85,000 - $105,000
WHERE will you be working?
2010 Crow Canyon Place Suite 210 | San Ramon, California 94583
Due to the nature of the role, this is not a remote or work from home position.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
Ability to build successful, collaborative, and trusting relationships
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
Inherent desire to give back to our communities and enrich the lives of those around us
An other-centered mindset
Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.
This position will remain open until filled.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.