Client Management Consultant

Captrust • Houston, TX

1d • Onsite

About The Position

CAPTRUST is 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 problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians.

Requirements

• Completion of a four-year degree from an accredited university or equivalent work experience
• Minimum 5-7 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment

Nice To Haves

• Proven experience with mentoring peers
• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
• Ability to navigate spreadsheets
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Positive attitude and a team player
• Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
• Analytical thinker and problem solver
• Energized by change and ability to think “outside the box” regarding process improvement
• Flexibility to handle changing priorities, pressure, and short deadlines
• Self-motivated; ability to work well independently and with others
• A high standard of professionalism
• Notable attention to detail
• Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
• Exceptional written and verbal communication skills

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 the best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture
• Represents Wealth Client Service function and serves as a primary contact on key projects
• Utilizes business/industry knowledge and expertise to help identify obstacles in day-to-day and department function, while proposing solutions
• Leads peers within functional area by demonstrating the ability to be a technical expert and resource
• 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

Benefits

• 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)s

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees