Senior Institutional Client Management Associate

divh2Senior Institutional Client Management Associate/h2pCAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:/pulliDeliver 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/liliDevelop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations/liliOversee critical maintenance/organization of system files, records, and assist with new client onboarding/liliAid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables/liliEstablish and develop relationships with FA service team and internal business partners/liliCoordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client/liliAssist in quarterly data collection, auditing, and input of system data/liliPerform other duties and special projects independently or with a team as required by Financial Advisor Service Team or the Institutional Client Services department/li/ulpMinimum Qualifications:/pulliCompletion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics/liliStrong desire to work in the financial industry/lili2-4 years of industry related experience/liliTechnical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro/li/ulpDesired Qualifications/Skills:/pulliExcellent oral and written communications skills/liliExceptional attention to every detail and a personal ambition to be error-free/liliExtremely organized; enjoys keeping accurate and detailed records/liliStrong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions/liliHigh standards of professionalism (dress, manners, conduct, speech)/liliPositive attitude and a team player/liliSelf-motivated and able to work well independently AND with others/liliExcellent math skills and the ability to grasp financial/investment concepts/liliFlexible with changes in priorities and able to handle the pressure of short deadlines/liliStrong time-management skills; maintains a personal calendar/task planner system/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/ulp4208 Six Forks Rd #1700 | Raleigh, NC 27609 or 4201 Congress St #160 | Charlotte, NC 28209/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./ppEEO/Diversity Statement:/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./p/div