Senior Wealth Client Management Associate

Overview

WHO are we looking for?

CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems.

Primary responsibilities may include the following, amongst others:

• Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
• Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
• Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
• Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
• Assist CMCs and/or Advisors in reviewing client activities and recurring tasks
• Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives

Minimum Qualifications:

• Completion of a four-year degree from an accredited university or equivalent work experience
• 3+ years of experience within Family Office and Wealth Management environments

Desired Qualifications/

Skills:

• Foundational knowledge of alternative investments is a plus
• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Positive attitude and a team player.
• Energized by change and ability to think “outside the box” regarding process improvement
• Flexibility to handle changing priorities, pressure, and short deadlines

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Company discretionary bonus
• Health, 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
• 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)
• Compensation range (depending on location and experience): $80,000 - $90,000

WHERE will you be working?

One Liberty Square, 13th Floor | Boston, MA 02109

Due to the nature of the role, this is not a remote or work from home position. However there is flexibility. #LI-onsite

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.

#associate

This position will remain open until filled.