Wealth Client Management Consultant

Overview WHO are we looking for?CAPTRUST 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. Responsibilities Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive serviceServices 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 clientPrepares and provides documentation and materials required for client calls and visitsMay participate in investment reviews and annual reviewsOnboards new client relationships through correspondence, reports, new account paperwork, and advisory agreementsWorks 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 cultureOrganize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliancePerforms other duties and special projects as required, including firm-wide initiativesBased on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role Qualifications Minimum Qualifications:Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environmentCompletion of a four-year college degree from an accredited college or equivalent work experienceDesired Qualifications/Skills:Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF EditorAbility to navigate spreadsheetsExcellent math skills and the ability to quickly grasp financial and investment conceptsPositive attitude and a team playerOrganizational and prioritization skills; ability to manage time-sensitive tasks simultaneouslyAnalytical thinker and problem solverEnergized by change and ability to think “outside the box” regarding process improvementFlexibility to handle changing priorities, pressure, and short deadlinesSelf-motivated; ability to work well independently and with othersA high standard of professionalism and notable attention to detailProactive in task follow-up, stay ahead of deadlines, excellent time-management skillsExceptional written and verbal communication skillWHAT 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:Company discretionary bonusHealth, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan termsCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.Paid time off (PTO) or Paid Sick Leave (PSL)WHERE will you be working?600 Hamilton St #900 | Allentown, PA 18101OR 4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609 Due 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 relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/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.It 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. #mid-senior This position will remain open until filled.Job SummaryID: 2026-2309Area of Interest: Client ServicesPosition Type: Full-TimePosted Date: 4 months ago(4/13/2026 5:44 PM)Location : Location: US-PA-Allentown# of Total Openings: 2Workplace Type: On-Site