Client Relationship Management Specialist
6 days ago
We are seeking a highly skilled and detail-oriented Institutional Client Service Associate to join our team at CAPTRUST. As a key member of our Financial Advisor Service Team, you will play a critical role in delivering exceptional service and building strong relationships with our institutional clients.
Key Responsibilities- Deliver exceptional service and support to our Financial Advisor Service Team, ensuring timely and accurate completion of tasks and projects.
- Develop and maintain accurate and detailed records, spreadsheets, and presentations to support client relationships and business growth.
- Oversee critical maintenance and organization of system files and records, and assist with new client onboarding.
- Aid in the retention of existing client relationships by applying the highest level of service and attention to detail.
- Establish and develop relationships with internal business partners and stakeholders to ensure seamless communication and collaboration.
- Coordinate and manage the efforts of internal teams to ensure timely and accurate delivery of client requests and projects.
- Perform other duties and special projects as required by the Financial Advisor Service Team or the Institutional Client Services department.
- 1-3 years of industry-related experience, preferably in a client-facing role.
- Technical proficiency in navigating CRM systems, Microsoft Excel, PowerPoint, OneNote, Adobe, and Nitro.
- Excellent oral and written communication skills, with the ability to convey complex information in a clear and concise manner.
- Exceptional attention to detail and a personal ambition to be error-free.
- Strong organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
- Ability to work well independently and as part of a team, with a strong sense of urgency and a commitment to delivering high-quality results.
- Strong math skills and the ability to grasp financial and investment concepts.
- Flexible and adaptable, with the ability to handle changing priorities and deadlines.
CAPTRUST is a leading financial services firm dedicated to providing exceptional service and support to our clients. We are committed to building a diverse and inclusive workforce, and we strive to create a work environment that is collaborative, supportive, and rewarding.
We offer a comprehensive benefits package, including employee ownership opportunities, a brick bonus success sharing program, comprehensive health coverage, a 401(k) program with a 5% employer match, and financial planning for colleagues.
We are committed to hiring individuals who share our values and are passionate about delivering exceptional service and building strong relationships with our clients.
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