CAPTRUST · 7 hours ago
Senior Client Management Consultant
US-TX-Houston
Full-time
Onsite
Senior Level
5+ years expCAPTRUST is seeking a full-time Senior Wealth Client Management Consultant to work with financial advisors to service and retain wealth client relationships. The role involves building relationships, servicing existing client relationships, onboarding new clients, and ensuring client satisfaction through excellent service and problem resolution.
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 the best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture
Represents Wealth Client Service function and serves as a primary contact on key projects
Utilizes business/industry knowledge and expertise to help identify obstacles in day-to-day and department function, while proposing solutions
Leads peers within functional area by demonstrating the ability to be a technical expert and resource
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
Required
Completion of a four-year degree from an accredited university or equivalent work experience
Minimum 5-7 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
Preferred
Proven experience with mentoring peers
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
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase