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Wealth Client Management Consultant - Raleigh, NC

Company: CAPTRUST
Location: Raleigh
Posted on: May 15, 2022

Job Description:

WHO are we looking for? A Wealth Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth client relationships. The Wealth Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The Wealth Client Management Consultant also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. in our Raleigh, NC, office location. Job 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. Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role. Minimum Qualifications Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment Desired Qualifications/Skills Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor. Ability to design spreadsheets using formulas, linking cells and filtering functions Excellent math skills and the ability to quickly grasp financial and investment concepts Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There---s a reason for it; it---s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage Virgin Pulse wellness platform 401(k) program with a 5% employer match financial planning for colleagues WHERE will you be working? 4208 Six Forks Rd Ste 1700, Raleigh, NC 27609 Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours. This is not a remote or work from home position. HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.

Keywords: CAPTRUST, Raleigh , Wealth Client Management Consultant - Raleigh, NC, Executive , Raleigh, North Carolina

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