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CAPTRUST · 7 hours ago

Senior Client Management Associate

Brentwood, TN

Full-time

Onsite

Mid, Senior Level

3+ years exp

CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills to assist Client Management Consultants and Advisors in providing excellent client service. The role involves delivering exceptional service, project management assistance, and resolving client issues, while maintaining updated client information and handling various administrative tasks.

ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management

Responsibilities

Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests

Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing

Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records

Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts

Assist CMCs and/or Advisors in reviewing client activities and recurring tasks

Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts

Assist in scheduling, calendaring, and confirming tasks, activities, and appointments

Perform other duties and special projects as required, including firm-wide initiatives

Some additional responsibilities may include:

Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies

Open and distribute mail as needed

Qualification

Microsoft Office SuiteCRM system proficiencyFinancial concepts understandingProject managementAttention to detailWritten communicationVerbal communicationTeam playerTime management