Senior Wealth Client Service Team Lead

Wealth Client Services Senior Team Leader

CAPTRUST is seeking a Wealth Client Services Senior Team Leader to work with financial advisors to service and retain wealth client relationships. The Senior Team Leader 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 problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. The successful candidate will have a desire to coach and lead while working with a dedicated client services team. This role will work towards a full-time role as a leader in management.

Responsibilities

Job Responsibilities:

• Build relationships with Financial Advisors, 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
• Demonstrates ability to consistently complete a high volume of work while meeting all deadlines and deliverables
• Prepares and provides documentation and materials required for client calls and visits
• Participate in investment reviews and annual reviews
• Onboard new client relationships through correspondence, reports, and paperwork
• Works with Financial Advisors and internal business partners to determine the best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding the CAPTRUST culture
• Represents the Wealth Client Service function and serves as primary contact on key projects
• Shares expertise on obstacles and proposes solutions in discussions within and outside the functional area, and with leadership
• Leads and mentor's peers within the functional area by demonstrating the ability to be a technical expert and resource
• Leads a team of 5+ client service team representatives responsible for delivering exceptional, proactive service to valued client relationships
• Host/Attend weekly client service team huddles, maintains agenda, and review status of tasks/workload as a team. Identify potential team performance issues or concerns
• Conduct one-on-one meetings with the client service team representatives; coach, mentor, and develop client service team representatives; participate in the performance review process as required
• Build an intentional, purposeful relationship with Client Management Associates, Client Management Consultants, and Financial Advisors, consistently requesting feedback on client service team representatives and overall service levels
• Assist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiries
• Sets expectations for client service team representatives to monitor metrics and service standards
• Contributes to initiatives supporting and advancing the overall client experience
• Inspire, mentor, and foster growth with client service representatives to achieve professional development
• Share ideas and awareness regarding client matters with peers and colleagues to contribute to company initiatives and to maintain a focus of continuous improvement
• Encourage collaboration with colleagues within and outside of the client service functional area to cultivate a spirit of teamwork and partnership
• Manage team goals and objectives with the Manager (Partner with the manager and financial advisors) assisting the management team by proactively leading direct reports
• Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
• Perform other duties, special projects, and firm-wide initiatives as required

Qualifications

Minimum Qualifications:

• Completion of a four-year degree from an accredited university or equivalent work experience
• Minimum 8 years of experience working in a Client Service role in the financial services environment.
• Minimum 2 years of leadership experience

Desired Qualifications/Skills:

• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
• Ability to navigate spreadsheets
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Extremely organized; keeps accurate and detailed records
• Analytical thinker and problem solver
• Energized by change and ability to think "outside the box" regarding process improvement
• Flexibility to handle changing priorities, pressure, and short deadlines
• Participate across department communication/collaboration
• Self-motivated; ability to work well independently and with others
• Notable attention to detail
• Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
• Exceptional written and verbal communication skills

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 + Personify wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

Where will you be working?

330 John Carlyle Street #400

Alexandria, VA 22314

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.

CAPTRUST is committed to provide 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.