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Wealth Client Management Consultant

Company: CAPTRUST
Location: Sacramento
Posted on: May 28, 2023

Job Description:

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:



  • 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, 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


  • 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 and 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


  • Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role


    Minimum Qualifications:

    • 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 design spreadsheets using formulas, linking cells and filtering functions


      • Excellent math skills and the ability to quickly grasp financial and investment concepts


      • Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously


        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 + Virgin Pulse wellness platform


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


          WHERE will you be working?
          740 University Ave - Sacramento, CA 95825
          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 providing 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. #mid-senior
            Requisition ID: 2023-1358
            External Company URL: https://captrust.com/
            Qualifications:
            Minimum Qualifications:

            • 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 design spreadsheets using formulas, linking cells and filtering functions


              • Excellent math skills and the ability to quickly grasp financial and investment concepts


              • Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously


                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 + Virgin Pulse wellness platform


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


                  WHERE will you be working?
                  740 University Ave - Sacramento, CA 95825
                  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 providing 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. #mid-senior

Keywords: CAPTRUST, Sacramento , Wealth Client Management Consultant, Executive , Sacramento, California

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