Wealth Client Management Consultant
2 weeks ago
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 by delivering high-quality service, processing transactions, and addressing client requests in a timely manner.
- 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, and account paperwork.
- Work with financial advisors and internal business partners to resolve issues and ensure client satisfaction.
- Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance.
- 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.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor.
- Ability to navigate spreadsheets and perform mathematical calculations.
- Excellent communication and problem-solving skills.
- Positive attitude and a team player.
- Organizational and prioritization skills to manage multiple tasks simultaneously.
CAPTRUST is a world-class organization that values its employees and provides 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 committed to building a diverse workforce and inclusive work environment where all colleagues feel seen, respected, and supported. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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