Relationship Management Consultant

CAPTRUST

  • Charlotte, NC
  • Permanent
  • Full-time
  • 8 days ago
Responsibilities
  • Deliver high-level customer service in a team-oriented environment; continuously working to create better client experience
  • Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or brief the senior advisor(s) for delivery
  • Work with Senior Advisors and Financial Planners to provide wealth management services from initial proposal through daily servicing
  • Assure all interactions and transactions meet firm standards for responsiveness, timeliness, and accuracy
  • Maintain current knowledge of the following: 1) client’s accounts; 2) investment and planning history with firm; 3) investment goals, objectives, and policy statements; 4) family structure; and 5) ongoing service needs
  • Prepare for client meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
  • Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios
  • Serve as a liaison for the team with other CAPTRUST departments and custodians, maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment
QualificationsMinimum Qualifications:
  • Professional experience in wealth management or relationship management
  • FINRA licensing Series 65 (or Series 6 or 7 with Series 66) or on track to obtain within three months of hire
  • Strong proficiency utilizing Microsoft Office products
Desired Qualifications/Skills:
  • Ability to review, research, interpret, and discuss investment, financial, and security specific data with Senior Advisors and clients
  • Excellent communication and presentation skills
  • Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
  • Ability to work independently and as part of a team
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 + Personify wellness platform
  • 401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?5605 Carnegie Blvd. #400, 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 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. #mid-seniorThis position will remain open until filled.

CAPTRUST