- Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, and other tasks related to client service, client meetings, and client reviews.
- Coordinate client meetings and calls to collect information for financial planning projects and input information into financial planning software.
- Prepare for client meetings with senior advisors by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, financial planning recommendations and other topical information to clients.
- Implement changes, adjustments, portfolio rebalance, recommendations, transitions of client portfolios with CAPTRUST's research and trading teams.
- Assist in the implementation of client approved financial planning ideas such as estate planning strategies, charitable gifting initiatives, retirement distribution options, and insurance reviews.
- Assist in the gathering of information and preparation of individual income tax returns.
- Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment.
- Entry Level - 0-2 years' experience
- Strong proficiency utilizing Microsoft Office products
- Four-year college degree
- CPA, CFP or CFP track preferred
- Excellent communication and presentation skills, and the ability to communicate information to Financial Advisors.
- Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously.
- Ability to complete tasks and projects as assigned, to follow up as appropriate, and to work in a team environment.
- Employee ownership opportunities
- Comprehensive health coverage + Virgin Pulse wellness platform
- 401(k) program with a 5% employer match + financial planning for colleagues
- 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
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Relationship Management Associate - Boston, United States - CAPTRUST
Description
OverviewCAPTRUST is seeking a dynamic Relationship Management Associate who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. The successful candidate will join an established wealth management advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:
Responsibilities
Minimum Qualifications:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great place 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:
One Liberty Square, 10th Floor | Boston, MA 02109
This position offers a hybrid work arrangement after 90 days of employment #hybrid
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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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:
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.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate
