Institutional Client Service Manager

CAPTRUST is seeking an

• Lead a team of client service team representatives responsible for delivering exceptional, proactive service to valued client relationships while contributing to initiatives supporting and advancing the overall client experience
• Build an intentional, purposeful relationship with financial advisors, consistently requesting feedback on client service teammates and overall service levels
• Assist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiries
• Sets expectations for client service team representatives to monitor metrics and service standards
• Contribute to enhancements in client service and procedures by participating and/or leading departmental initiatives/projects
• Develop strong working partnerships with other departments in the firm
• Performs other duties and special projects as required

• Completion of a four-year college degree or equivalent years of experience
• 8-10 years experience working in client service in the investment advisory, brokerage, or financial services industry
• 4 years experience managing large teams

• Working knowledge of ERISA guidelines and regulations
• Comprehension of the qualitative and quantitative aspects of various types of investments including mutual funds, separate accounts, alternatives, and private equities
• Understanding of the various levels of investments including the fund managers and associated expenses
• Proven track record in project management

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.

• 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 Sacramento, CA and Denver, CO: $100,000 - $

6465 Greenwood Plaza Blvd #350 | Greenwood Village, CO 80111

2375 East Camelback Rd #700 | Phoenix, AZ 85016

740 University Ave | Sacramento, CA 95825

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

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

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.

This position will remain open until filled.