Institutional Client Management Associate

Captrust-posted 14 days ago

Full-time • Entry Level

Charlotte, FL

501-1,000 employees

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CAPTRUST is seeking an Institutional Client Management Associate (CMA) to support the Financial Advisor Service Team to service and retain 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 ability to retain information and possess a 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. Primary responsibilities may include the following, among others:

Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner.
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 Financial Advisor Service Team or the Institutional Client Services department.

Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics
1-3 years of industry related experience
Strong desire to work in the financial industry
Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro

Excellent oral and written communications skills
Exceptional attention to every 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 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

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)

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