Senior Institutional Client Management Associate

CAPTRUST

Raleigh, NC
Permanent
Full-time

9 days ago

Responsibilities

Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner
Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations
Oversee critical maintenance/organization of system files, records, and assist with new client onboarding
Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables
Establish and develop relationships with FA service team and internal business partners
Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client
Assist in quarterly data collection, auditing, and input of system data
Perform other duties and special projects independently or with a team as required by Financial Advisor Service Team or the Institutional Client Services department

QualificationsMinimum Qualifications:

Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics
Strong desire to work in the financial industry
2-4 years of industry related experience
Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro

Desired Qualifications/Skills:

Excellent oral and written communications skills
Exceptional attention to every detail and a personal ambition to be error-free
Extremely organized; enjoys keeping accurate and detailed records
Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
High standards of professionalism (dress, manners, conduct, speech)
Positive attitude and a team player
Self-motivated and able to work well independently AND with others
Excellent math skills and the ability to grasp financial/investment concepts
Flexible with changes in priorities and able to handle the pressure of short deadlines
Strong time-management skills; maintains a personal calendar/task planner system

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:

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 #1700 | Raleigh, NC 27609or4201 Congress St #160 | Charlotte, NC 28209Due to the nature of the role, this is not a remote or work from home position. #LI-OnsiteHOW 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.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. #associateThis position will remain open until filled.

CAPTRUST

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