Senior Client Management Consultant

Captrust•Houston, TX

2d•Onsite

About The Position

CAPTRUST is seeking a full-time Senior 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. Primary responsibilities may include the following, amongst others: WHAT can you expect from your career at CAPTRUST? 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. Our Employee Benefits Package shows how much we value our team. Some benefits include: HOW do we build a world class organization one brick at a time? 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

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

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