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Wealth Client Management Consultant

2 months ago

Brentwood, Tennessee, United States CAPTRUST Full time
Job Summary

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.

Key Responsibilities
  • Build and maintain strong relationships with financial advisors, internal business partners, and clients through exceptional proactive service.
  • Service existing client relationships, including calling, meeting, corresponding, and addressing requests, with a focus on delivering high-quality service and prompt follow-up.
  • Prepare and provide documentation and materials required for client calls and visits.
  • Participate in investment reviews and annual reviews to ensure client satisfaction.
  • Onboard new client relationships through correspondence, reports, new account paperwork, and advisory agreements.
  • Collaborate with financial advisors and internal business partners to resolve issues and ensure client satisfaction in a courteous and professional manner.
  • Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance.
Requirements
  • Completion of a four-year college degree from an accredited college or equivalent work experience.
  • Minimum 5 years of experience working in a client service role in the brokerage, investment advisory, or financial services environment.
What We Offer

CAPTRUST is committed to building a world-class organization through the quality of our people and depth of our bench. 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.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply.