Institutional Account Specialist

CAPTRUST

  • Raleigh, NC
  • Permanent
  • Full-time
  • 10 days ago
Responsibilities
  • Assists in onboarding and retention of new client relationships through correspondence, reports, new account paperwork (new accounts at Custodian, new separately managed accounts, and contracts), and advisory agreements
  • Works with CMCs, 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
  • Services existing client relationships (including 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 any stakeholders
  • Partner with other members of the onboarding team to continuously identify risks and opportunities as it pertains to the onboarding of institutional clients and work together and with management to address effectively
  • Build and strengthen relationships with external business partners such as custodians and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients
QualificationsMinimum Qualifications:
  • Completion of a four-year college degree
  • Minimum 6 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
  • Proficiency in navigating CRM systems and MS Office Suite
  • Superior communication and relationship building skills
  • Proven track record of attention to detail, efficiency, and accuracy
Desired Qualifications/Skills:
  • Industry relevant FINRA Series licenses such as 6/7 and 63/65/66
  • Working knowledge of institutional entities such as Non-profit organizations, Endowments and Foundations, and institutional accounts
  • 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:
  • 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 27609Due 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. #mid-seniorThis position will remain open until filled.

CAPTRUST