Wealth Client Management Consultant

CAPTRUST - 4.2

San Ramon, CA Job Details Full-time $85,000 - $105,000 a year 18 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 advisory support Customer relationship building Microsoft Outlook Account maintenance 5 years Investment operations Spreadsheets Money transfers Client file management Employee relationship building Managing clients in a customer support role Math Financial records management Task prioritization Investment client management Client services Compliance documentation Investment account customer support Senior level Account management Experience at securities companies Account opening Stakeholder relationship building Financial compliance 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 or investment advisory 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 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) Compensation range (depending on location and experience): $85,000 - $105,000 WHERE will you be working? 2010 Crow Canyon Place Suite 210 | San Ramon, California 94583 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.