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Client Relationship Management Specialist

2 months ago

Brentwood, Tennessee, United States CAPTRUST Full time

Position Overview:

Who Are We Seeking?

CAPTRUST is in search of a Wealth Advisory Service Consultant who will collaborate with multiple financial advisors to enhance and maintain wealth client partnerships.

The Consultant will leverage specialized expertise and skills, acquired through experience and/or formal education, to support Financial Advisors in delivering exceptional service to individual investors and families. The candidate will also propose solutions to challenges while engaging extensively with Financial Advisors, internal stakeholders, and operational teams across various custodians.

Key Responsibilities:

  • Establishes strong relationships with Financial Advisors, internal and external partners, and clients by providing outstanding proactive service.
  • Manages existing client relationships through communication, meetings, and addressing inquiries, ensuring the highest level of service and timely follow-up.
  • Prepares and presents necessary documentation and materials for client interactions.
  • May participate in investment and annual reviews.
  • Facilitates the onboarding of new client relationships through correspondence, reports, account documentation, and advisory agreements.
  • Collaborates with Financial Advisors and internal partners to identify effective methods for resolving issues and ensuring client satisfaction while embodying the CAPTRUST culture.
  • Organizes and maintains client records in compliance with CAPTRUST, industry standards, and regulatory requirements.
  • Undertakes additional duties and special projects as needed, including firm-wide initiatives.

Qualifications:

Minimum Requirements:

  • A four-year college degree from an accredited institution or equivalent professional experience.
  • A minimum of 5 years in a Client Service role within the brokerage, investment advisory, or financial services sector.

Preferred Skills:

  • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF editing tools.
  • Strong ability to navigate and analyze spreadsheets.
  • Excellent mathematical skills with a quick understanding of financial and investment concepts.
  • Positive demeanor and a collaborative team player.
  • Strong organizational and prioritization abilities; adept at managing multiple time-sensitive tasks.
  • Analytical mindset with problem-solving capabilities.
  • Adaptable to change and innovative in process improvement.
  • Ability to manage shifting priorities, pressure, and tight deadlines.
  • Self-driven; capable of working independently and collaboratively.
  • High standard of professionalism and meticulous attention to detail.
  • Proactive in following up on tasks, staying ahead of deadlines, and demonstrating excellent time management.
  • Exceptional written and verbal communication skills.

What to Expect from Your Career at CAPTRUST:

Our employees, much like our clients, tend to remain with CAPTRUST for extended periods. This is due to our exceptional work culture that fosters growth and collaboration. We work together, inspiring one another with our commitment to excellence. At CAPTRUST, you can look forward to a supportive environment, engaging employee events, and numerous opportunities for personal development.

Employee Benefits:

  • Opportunities for employee ownership.
  • Success-sharing program.
  • Comprehensive health benefits and wellness initiatives.
  • 401(k) plan with employer matching and financial planning support.

Diversity and Inclusion Commitment:

At CAPTRUST, we are dedicated to cultivating a diverse workforce and an inclusive workplace where all employees feel valued, respected, and supported.

CAPTRUST is committed to providing equal employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status, citizenship status, military and veteran status, disability, or any other status protected by law. We make all employment decisions based on merit and do not tolerate harassment or discrimination.