Job Description

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation.  We are building a world class organization “one brick at a time. “

POSITION OVERVIEW:

The Wealth Client Services Associate (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. This position provides day-to-day client support, project management assistance, and resolves issues as well as recommend solutions to moderately complex problems. Extensive contact with Financial Advisors, clients, internal business partners, and operational teams at various custodians.   

JOB RESPONSIBILITIES:

• Acts as a liaison between home office departments and the Financial Advisors and their clients to research and resolve escalated issues regarding clients’ accounts communicated via phone, correspondence, email, and online inquiries
• Follows issues from discovery and/or inception to final resolution and communication to client
• Works with Financial Advisors and Financial Advisor Relationship Managers to determine best methods to resolve issues and ensure client satisfaction in a courteous and compliant manner
• Follows-up quickly and effectively, either verbally or in writing, to ensure client satisfaction
• Reviews, maintains, and documents contacts and activities as required, including entering data into CRM and populating spreadsheets and formal reports
• Receives request for (and accurately submits) trade requests and portfolio rebalancers
• Performs other duties and responsibilities as assigned

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
• Has 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
• Possess a strong desire to give back to our communities and enrich the lives of those around us
• Emulates an other’s centered mindset
• Applies integrity through maintaining objectivity

MINIMUM QUALIFICATIONS:

• Four-year college degree or equivalent work experience
• 5 years’ experience in similar capacity at brokerage firm, bank or other financial institution

DESIRED QUALIFICATIONS/SKILLS:

• Investment methodologies and terminology knowledge
• Strong proficiency in Microsoft Office Suite, especially Microsoft Excel
• Able to work independently
• Proactive and meets deadlines

PERKS AND OTHER BENEFITS:

Competitive salary 

Shareholder program

5% 401(k) Match

Healthy lifestyle reimbursements

Comprehensive Health Coverage + Healthy Lifestyle Reimbursement

• Many more…

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. 

CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.