Institutional Client Service Associate

4 weeks ago

Raleigh North Carolina, United States CAPTRUST Full time
About the Role

CAPTRUST is seeking a highly skilled Institutional Client Management Associate to support the Financial Advisor Service Team in managing institutional client relationships. This role requires exceptional service skills, attention to detail, and the ability to work under tight deadlines.

Key Responsibilities
  • Deliver exceptional service to the Financial Advisor Service Team by ensuring timely completion of service needs.
  • Develop and compile accurate reports, spreadsheets, and presentations for quarterly and ad-hoc/client specific requirements.
  • Oversee critical maintenance and organization of system files, records, and assist with new client onboarding.
  • Aid in the retention of existing client relationships by providing high-level service to all questions, requests, and deliverables.
  • Establish and develop relationships with FA service team and internal business partners.
  • Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client.
  • Assist in quarterly data collection, auditing, and input of system data.
Requirements
  • 1-3 years of industry-related experience.
  • Technical proficiency in navigating CRM systems, Microsoft Excel, PowerPoint, OneNote, Adobe, and Nitro.
  • Excellent oral and written communication skills.
  • Exceptional attention to detail and a personal ambition to be error-free.
  • Strong proficiency with Microsoft Excel, Word, and PowerPoint, with the ability to design spreadsheets using formulas, linking cells, and graphing functions.
  • High standards of professionalism, including dress, manners, conduct, and speech.
  • Positive attitude and a team player.
  • Self-motivated and able to work well independently and with others.
  • Excellent math skills and the ability to grasp financial/investment concepts.
  • Flexible with changes in priorities and able to handle the pressure of short deadlines.
  • Strong time-management skills, including maintaining a personal calendar/task planner system.
  • Strong desire to work in the financial industry.
About CAPTRUST

CAPTRUST is a world-class organization that prioritizes hiring individuals with a commitment to service, a real interest in other people, and a passion to continuously improve. We value our team members and 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.

What We Offer

CAPTRUST offers a dynamic work environment, a fully stocked break room, fun employee events, and opportunities for personal growth. We are committed to building and maintaining a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported.

  • Client Service Liaison

    4 weeks ago

    Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full time

    Client Service Coordinator RoleThe Client Service Coordinator plays a vital role in delivering exceptional client experiences at Kestra Financial Independent Advisor. This position requires a unique blend of customer service, organizational, and technical skills.Key ResponsibilitiesSupport Financial Advisors and Senior Client Service Associates in managing...

  • Client Service Associate

    4 weeks ago

    Raleigh, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Client Service Associate

    4 days ago

    Raleigh, United States Yodlee Full time

    Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Client Service Liaison

    1 week ago

    Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full time

    About the Role:The Client Service Coordinator is a critical position that plays a vital role in providing exceptional client experiences. This role requires excellent customer service, attention to detail, and time management skills to succeed.Key Responsibilities:Support Financial Advisors/Senior Client Service Associates in managing large client books of...

  • Client Service Associate

    2 weeks ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high-quality organization. We take an integrated approach with our clients that is custom...

  • Client Service Associate

    5 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...

  • Client Service Associate

    5 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...

  • Client Service Associate

    4 weeks ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Client Service Associate

    1 month ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Client Service Associate

    1 week ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service...

  • Client Service Associate

    1 week ago

    Raleigh, North Carolina, United States TalentLink Solutions Full time

    Job Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at TalentLink Solutions. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key Responsibilities:Answer and screen phone calls, assisting...

  • Client Service Associate

    4 weeks ago

    Raleigh, North Carolina, United States TalentLink Solutions Full time

    Job Title: Client Service AssociateFirm DescriptionTalentLink Solutions is a family-owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families achieve their financial goals and dreams throughout the accumulation and distribution phases of life. With over 50 years of combined...

  • Client Services Associate

    4 weeks ago

    Raleigh, North Carolina, United States Medical Mutual Holdings Full time

    About the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for delivering exceptional client experiences and driving retention strategies for our medical practice clients in the mountain region.Key ResponsibilitiesAct as the...

  • Client Services Associate

    2 weeks ago

    Raleigh, North Carolina, United States Medical Mutual Holdings Full time

    About the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the mountain region of Utah, Montana, Wyoming, and Idaho.Key...

  • Client Services Associate

    5 days ago

    Raleigh, North Carolina, United States Medical Mutual Holdings Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the mountain region of Utah, Montana, Wyoming, and Idaho.Key ResponsibilitiesAct...

  • Client Service Associate

    4 weeks ago

    Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full time

    About the RoleCunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our high-quality organization.Key ResponsibilitiesAssist in client meeting preparation and follow-up,...

  • Client Services Associate

    5 months ago

    Raleigh, United States RH-USA Inc Full time

    Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home...

  • Client Services Associate

    1 week ago

    Raleigh, North Carolina, United States Curi Full time

    About the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the medical practice liability (MPL) segment.Key ResponsibilitiesAct as the...

  • Client Services Associate

    4 weeks ago

    Raleigh, United States Curi Full time

    Title Client Services Associate Location Remote - Mountain Region About Us Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi‘s advisory, capital, and insurance offerings deliver valued advice that is grounded in client...

  • Client Service Associate 2

    4 weeks ago

    Raleigh, North Carolina, United States Public Consulting Group Full time

    Key ResponsibilitiesAs a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program, focusing on the Fee-for-Service (FFS) program. Your primary responsibilities will include managing and maintaining client services, education, associate, business operations, service, project...