Wealth Client Management Consultant - Tampa, United States - CAPTRUST
Description
Overview:
WHO are we looking for?
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 followup 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 firmwide initiatives
- Based on business need, this role is to be performed onsite; this is not a remote or hybrid WFH role
Qualifications:
- Minimum
Qualifications:
_
- Minimum
- 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 timesensitive 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 teamSome 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?
400 North Tampa St #1800, Tampa, FL 33602
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 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?_
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easytounderstand 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 othercentered 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.
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.
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