Wealth Client Service Manager

Captrust•Dallas, TX

9h•Onsite

About The Position

Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Services Manager who will lead a team of client service representatives to deliver exceptional, proactive service to valued client relationships. The successful candidate will supervise a client services team focused on working with clients in our Wealth Management division. Primary responsibilities may include the following, amongst others: Responsibilities Lead a team of 12 to 20 client service team representatives responsible for delivering exceptional, proactive service to valued client relationships Build an intentional, purposive relationship with financial advisors, consistently requesting feedback on client service teammates and overall service levels Assist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiries Sets expectations for client service team representatives to monitor metrics and service standards Contributes to initiatives supporting and advancing the overall client experience Inspire, mentor, and foster growth with client service representatives to achieve professional development Shares ideas and awareness regarding client matters with peers and colleagues to contribute to company initiatives and to maintain a focus of continuous improvement Encourage collaboration with colleagues within and outside of the client service department to cultivate a spirit of teamwork and partnership Manage team goals and objectives Performs other duties and special projects as required; may travel 25% Qualifications Minimum Qualifications: Minimum 5-7 years’ experience working in client service in the investment advisory, brokerage, or financial services industry Minimum 2 years management experience or equivalent leadership experience; 4+years management experience preferred Desired Qualifications/Skills: Ability to thrive in a fast-paced environment and contribute to ideas that support growth Excellent working knowledge of investment industry Experience working with administration of individual investment accounts Prioritization skills: ability to manage many time-sensitive tasks simultaneously Extremely organized; keeps accurate and detailed records Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions Excellent math skills and the ability to grasp financial/investment concepts Analytical thinker and problem-solver 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: 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) WHERE will you be working? 5005 LBJ Freeway #1313 | Dallas, Texas 75244 OR 4372 N Loop 1604 W Suite 116 | San Antonio, Texas 78249 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite 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 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. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until filled.

Requirements

Minimum 5-7 years’ experience working in client service in the investment advisory, brokerage, or financial services industry
Minimum 2 years management experience or equivalent leadership experience; 4+years management experience preferred

Nice To Haves

Ability to thrive in a fast-paced environment and contribute to ideas that support growth
Excellent working knowledge of investment industry
Experience working with administration of individual investment accounts
Prioritization skills: ability to manage many time-sensitive tasks simultaneously
Extremely organized; keeps accurate and detailed records
Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
Excellent math skills and the ability to grasp financial/investment concepts
Analytical thinker and problem-solver

Responsibilities

Lead a team of 12 to 20 client service team representatives responsible for delivering exceptional, proactive service to valued client relationships
Build an intentional, purposive relationship with financial advisors, consistently requesting feedback on client service teammates and overall service levels
Assist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiries
Sets expectations for client service team representatives to monitor metrics and service standards
Contributes to initiatives supporting and advancing the overall client experience
Inspire, mentor, and foster growth with client service representatives to achieve professional development
Shares ideas and awareness regarding client matters with peers and colleagues to contribute to company initiatives and to maintain a focus of continuous improvement
Encourage collaboration with colleagues within and outside of the client service department to cultivate a spirit of teamwork and partnership
Manage team goals and objectives
Performs other duties and special projects as required; may travel 25%

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)

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