Senior Client Management Associate

Captrust•Brentwood, TN

6d•Onsite

About The Position

CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve issues. The candidate also recommends solutions to moderately complex problems.

Requirements

Completion of a four-year degree from an accredited university or 3-5 years of relevant experience
Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
Excellent math skills and the ability to quickly grasp financial and investment concepts
Positive attitude and a team player
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

Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
Assist CMCs and/or Advisors in reviewing client activities and recurring tasks
Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts
Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
Perform other duties and special projects as required, including firm-wide initiatives
Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
Open and distribute mail as needed