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CAPTRUST · 1 week ago

Wealth Client Management Associate II

New Hyde Park, NY

Full-time

Onsite

Entry, Mid Level

$75K/yr - $85K/yr

2+ years exp

CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and skills to assist Client Management Consultants in providing excellent client service. The role involves day-to-day support, project management assistance, and collaborating with CMCs to resolve issues and deliver exceptional client service.

ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management

Responsibilities

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

Work closely with CMCs 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 record

Help CMCs review client activities and recurring tasks

Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research

Schedule and confirm client meetings, if necessary

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

Qualification

Client Service experienceMicrosoft Office SuiteFinancial concepts understandingProject management assistancePositive attitudeTeam playerFlexibilityCommunication skills

Required

Completion of a four-year degree from an accredited university or equivalent work experience

Minimum 2 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment

Preferred

Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF

Excellent math skills and the ability to quickly grasp financial and investment concepts

Positive attitude and a team player

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

Flexibility to handle changing priorities, pressure, and short deadlines

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