Wealth Client Management Associate

Wealth Client Management Associate Draper, UT Job Details Full-time 23 hours ago Benefits Health savings account Disability insurance Health insurance Dental insurance Flexible spending account Paid time off Vision insurance 401(k) matching Life insurance Paid sick time Qualifications Investment Microsoft Excel Client onboarding Microsoft Outlook Guest relations Phone communication Basic math Greeting customers Printing Math Project management Bachelor's degree Customer relationship management Contracts SharePoint CRM system proficiency Appointment scheduling Communication skills Account opening Entry level Under 1 year Time management Client interaction via phone calls

Full Job Description Overview:

WHO are we looking for?

CAPTRUST

is seeking a Wealth Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:

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 preparing 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 records Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts Assist CMCs with various client onboarding and recurring tasks Partners with associates from various offices firm-wide Greet office guests in a professional, friendly, and hospitable manner Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member Assist in scheduling, calendaring, and confirming tasks, activities, and appointments

Qualifications:

Minimum Qualifications:

Completion of a four-year degree from an accredited university or 0-2 years of relevant experience Investment industry experience a plus

Desired Qualifications/Skills:

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 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 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 culture in which 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.

Some benefits include:

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) WHERE will you be working? 13961 Minuteman Dr #300 | Draper, UT 84020 OR 2375 E Camelback Rd # 700 | Phoenix, AZ 85016 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite 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 passion to continuously improve.

Simply put:

the difference at

CAPTRUST

is the quality of our people and 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. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.