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CAPTRUST · 1 day ago

Institutional Client Management Consultant

Charlotte, NC

Full-time

Onsite

Senior Level

6+ years exp

CAPTRUST is seeking a Client Management Consultant who will work with financial advisors to service and retain institutional client relationships. The role involves delivering exceptional service, aiding in client retention, assisting with transitions, and building relationships with external partners.

ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management

Hiring Manager

James Evans

Responsibilities

Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships

Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables

Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with Financial Advisor, communicate recommendations and the timeline to all stakeholders

Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients

Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records

Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients

Qualification

Client services experienceRetirement plan knowledgeCRM systems proficiencyMS Office SuiteERISA guidelines knowledgeInvestment understandingService-oriented mindsetCommunication skillsRelationship buildingProblem-solving skills

Required

A minimum of 6+ years experience working in client services for an organization that provides retirement plan services for 401(k), 403(b), Non-Qualified or Defined Benefit plans

Understanding of retirement plans from an operational, record-keeping, and investment perspective

Proficiency in navigating CRM systems and MS Office Suite

Preferred

Working knowledge of ERISA guidelines and regulations

Understanding of the various levels of investments including the fund managers and associated expenses; furthermore, how they fit into a plan's fund line-up and impact the plan participants

Experience working with financial advisors

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)