Wealth Client Management Consultant

CAPTRUST is seeking a full‑time Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant will utilize 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 will also recommend solutions to problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Responsibilities Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service Services existing client relationships (including calling, meeting, corresponding, addressing requests and processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow‑up with the client Prepares and provides documentation and materials required for client calls and visits May participate in investment reviews and annual reviews Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements Works with Financial Advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous professional manner while upholding our CAPTRUST culture Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance Performs other duties and special projects as required, including firm‑wide initiatives Minimum Qualifications Completion of a four‑year college degree from an accredited college or equivalent work experience Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment 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 Positive attitude and a team player Organizational and prioritization skills; ability to manage time‑sensitive tasks simultaneously 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 Self‑motivated; ability to work well independently and with others A high standard of professionalism Notable attention to detail Proactive in task follow‑up, stay ahead of deadlines, excellent time‑management skills Exceptional written and verbal communication skills Benefits Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan with company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms Company‑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) Location 5005 LBJ Freeway Suite 1313 | Dallas, TX 75244 1826 N Loop 1604 W Suite 260 | San Antonio, Texas 78248 Due to the nature of the role, this is not a remote or work‑from‑home position. 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. We strive 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. This position will remain open until filled. #J-18808-Ljbffr