Wealth Client Management Consultant

Wealth Client Management Consultant Allentown, PA Job Details Full-time 8 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 Record keeping Wealth management Microsoft Excel Customer relationship building Microsoft Outlook Financial transaction processing 5 years Basic math Regulatory compliance Process improvement Math Bachelor's degree Managing clients in a finance role Task prioritization Client services Customer relationship management Financial services Senior level Communication skills Stakeholder relationship building Time management Client interaction via phone calls

Full Job Description Overview:

WHO are we looking for?

CAPTRUST

is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The 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 candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others.

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

Qualifications:

Minimum Qualifications:

Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment Completion of a four-year college degree from an accredited college or equivalent work experience

Desired Qualifications/Skills:

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 and notable attention to detail Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills Exceptional written and verbal communication skill 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? 600 Hamilton St #900 | Allentown, PA 18101 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. #mid-senior This position will remain open until filled.