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Wealth Client Management Consultant - Lake Success, NY

Company: Captrust
Location: Hempstead
Posted on: January 12, 2022

Job Description:

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization one brick at a time.

Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours.

Position Overview

We are 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 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. This vacancy is for our Lake Success, NY Office location.

Job 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, 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.
    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
    • Has 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
    • Possess a strong desire to give back to our communities and enrich the lives of those around us
    • Emulates an others centered mindset
    • Applies integrity through maintaining objectivity
      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
          Perks And Other Benefits

          Competitive salary

          Shareholder program

          5% 401(k) Match

          Healthy lifestyle reimbursements

          Comprehensive Health Coverage + Healthy Lifestyle Reimbursement
          • Many more
            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 provide 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.by Jobble

Keywords: Captrust, Hempstead , Wealth Client Management Consultant - Lake Success, NY, Executive , Hempstead, New York

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