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CAPTRUST · 6 hours ago

Wealth Client Management Consultant

Boerne, TX

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 assisting financial advisors with various client management tasks.

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 UnderstandingAnalytical ThinkingOrganizational SkillsTeam PlayerAttention to DetailWritten CommunicationVerbal Communication