Wealth Client Management Consultant

divh2Wealth Client Management Consultant/h2pCAPTRUST 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./pulliBuilds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service/liliServices 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/liliPrepares and provides documentation and materials required for client calls and visits/liliMay participate in investment reviews and annual reviews/liliOnboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements/liliWorks 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/liliOrganize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance/liliPerforms other duties and special projects as required, including firm-wide initiatives/liliBased on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role/li/ulpMinimum Qualifications:/pulliMinimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment/liliCompletion of a four-year college degree from an accredited college or equivalent work experience/li/ulpDesired Qualifications/Skills:/pulliAdvanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor/liliAbility to navigate spreadsheets/liliExcellent math skills and the ability to quickly grasp financial and investment concepts/liliPositive attitude and a team player/liliOrganizational and prioritization skills; ability to manage time-sensitive tasks simultaneously/liliAnalytical thinker and problem solver/liliEnergized by change and ability to think outside the box regarding process improvement/liliFlexibility to handle changing priorities, pressure, and short deadlines/liliSelf-motivated; ability to work well independently and with others/liliA high standard of professionalism and notable attention to detail/liliProactive in task follow-up, stay ahead of deadlines, excellent time-management skills/liliExceptional written and verbal communication skill/li/ulpOur colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its 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./ppOur Employee Benefits Package shows how much we value our team. Some benefits include:/pulliCompany discretionary bonus/liliHealth, 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/liliCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods./liliPaid time off (PTO) or Paid Sick Leave (PSL)/li/ulp600 Hamilton St #900 | Allentown, PA 18101/ppDue to the nature of the role, this is not a remote or work from home position. #LI-onsite/ppWe 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./ppAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported./ppIt 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./ppThis position will remain open until filled./p/div