Senior Client Management Associate

Senior Institutional Client Management Associate

CAPTRUST is seeking a Senior Institutional Client Management Associate to support the Financial Advisor Service Team by servicing and retaining 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 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.

• Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team by managing their book of business with the highest level of attention and timeliness.
• Develop, compile, and ensure accuracy of quarterly and ad‑hoc/client specific reports, spreadsheets, and presentations.
• Oversee critical maintenance/organization of system files, records, and assist with new client onboarding.
• Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables.
• Establish and develop relationships with FA service team and internal business partners.
• Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client.
• Assist in quarterly data collection, auditing, and input of system data.
• Perform other duties and special projects independently or with a team as required by the Financial Advisor Service Team or the Institutional Client Services department.

• Completion of a four‑year college degree in Business Administration, Statistics, Finance, Economics, or equivalent years of experience.
• 3 years of industry related experience.
• Technical proficiency in navigating CRM systems, Microsoft Excel, PowerPoint, One Note, Adobe, and Nitro.
• Strong desire to work in the financial industry.

• Excellent oral and written communication skills.
• Exceptional attention to detail and a personal ambition to be error‑free.
• Extremely organized; enjoys keeping accurate and detailed records.
• Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions.
• High standards of professionalism (dress, manners, conduct, speech).
• Positive attitude and a team player.
• Self‑motivated and able to work well independently and with others.
• Excellent math skills and the ability to grasp financial investment and retirement plan concepts.
• Flexible with changes in priorities and able to handle the pressure of short deadlines.
• Strong time‑management skills; maintains a personal calendar/task planner system.

Our colleagues, like our clients, tend to stay with CAPTRUST for years. We have a culture that encourages growth and teamwork, a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

• 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 experience) in Roseville, CA: $65,000 – $75,000.

1410 Rocky Ridge Dr #150 | Roseville, CA 95661

OR

6465 Greenwood Plaza Blvd #350 | Denver, CO 80111

Due to the nature of the role, this is not a remote or work‑from‑home position.

We prioritize hiring individuals committed to service, who value people and continuously improve. If you are ready to make your mark, we want to talk to you.

• Ability to build…