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CAPTRUST · 4 hours ago

Wealth Client Management Consultant

Brentwood, TN

Full-time

Onsite

Senior Level

5+ years exp

CAPTRUST is seeking a Wealth Client Management Consultant who will work with financial advisors to service and retain wealth client relationships. The role involves building relationships, providing exceptional client service, and onboarding new client relationships while ensuring compliance with industry regulations.

ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management

Responsibilities

Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service

Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client

Prepares and provides documentation and materials required for client calls and visits

May participate in investment reviews and annual reviews

Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements

Works with Financial Advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture

Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance

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

Qualification

Client Service ExperienceMicrosoft Office SuiteFinancial Concepts KnowledgeAnalytical ThinkingOrganizational SkillsTeam PlayerAttention to DetailVerbal CommunicationWritten Communication

Required

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

Preferred

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

Positive attitude and a team player

Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously

Analytical thinker and problem solver

Energized by change and ability to think 'outside the box' regarding process improvement

Flexibility to handle changing priorities, pressure, and short deadlines

Self-motivated; ability to work well independently and with others

A high standard of professionalism

Notable attention to detail

Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills

Exceptional written and verbal communication skills

Benefits

Company discretionary bonus

Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.

Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.

Paid time off (PTO) or Paid Sick Leave (PSL)s