Wealth Client Management Consultant

2 weeks ago

Brentwood, Tennessee, United States CAPTRUST Full time
About the Role

CAPTRUST is seeking a highly skilled Wealth Client Management Consultant to join our team. As a key member of our client service team, you will work closely with financial advisors to service and retain wealth client relationships.

Responsibilities
  • Build and Maintain Relationships: Develop and maintain strong relationships with financial advisors, internal business partners, and clients through exceptional proactive service.
  • Client Service and Support: Provide top-notch service to existing clients, including calling, meeting, corresponding, and addressing requests, as well as processing money and asset movements, and trade flow requests.
  • Documentation and Reporting: Prepare and provide documentation and materials required for client calls and visits, including investment reviews and annual reviews.
  • New Client Onboarding: Onboard new client relationships through correspondence, reports, new account paperwork, and advisory agreements.
  • Issue Resolution: Work with financial advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner.
  • Client Record Management: Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance.
Qualifications
  • Education and Experience: Completion of a four-year college degree from an accredited college or equivalent work experience, with a minimum of 5 years of experience working in a client service role in the brokerage, investment advisory, or financial services environment.
  • Skills and Abilities: Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor, ability to navigate spreadsheets, excellent math skills, and the ability to quickly grasp financial and investment concepts.
About CAPTRUST

CAPTRUST is a world-class organization that prioritizes hiring individuals who have a commitment to service, a real interest in other people, and a passion to continuously improve. We make it a priority to build a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported.

We offer a comprehensive benefits package, including employee ownership opportunities, a brick bonus success sharing program, comprehensive health coverage, and a 401(k) program with a 5% employer match. If you are ready to make your mark and be part of a team that values service, integrity, and excellence, we want to talk to you.

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