Job Opportunities API

*** This is where your organization can create a consistent intro to all of your jobs, creating consistency in voice and messaging across all job posts *** C'est ici que votre organisation peut créer une introduction cohérente à tous vos emplois, en créant une cohérence dans la voix et la messagerie dans tous les postes. Overview WHO are we looking for? CAPTRUST is seeking a  Wealth Client Management Consultant  who will 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 moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others: 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 best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture 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 Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role Qualifications Minimum Qualifications: Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment Desired Qualifications/Skills: Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor Ability to design spreadsheets using formulas, linking cells and filtering functions Excellent math skills and the ability to quickly grasp financial and investment concepts Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously 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: Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Virgin Pulse wellness platform 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working? 10650 Red Circle Drive #303 | Minnetonka, MN 55343   Due to the nature of the role, this is not a remote or work from home position.   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 pas