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Institutional Client Management Consultant
Company | CAPTRUST |
Address | Chicago, IL, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-06-10 |
Posted at | 1 year ago |
WHO are we looking for?
- Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients
- Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records
- Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with Financial Advisor, communicate recommendations and the timeline to all stakeholders
- Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships
- Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables
- Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients
- Understanding of retirement plans from an operational, record-keeping, and investment perspective
- A minimum of 5+ years experience working in client services for an organization that provides retirement plan services for 401(k), 403(b), Non-Qualified or Defined Benefit plans
- Proficiency in navigating CRM systems and MS Office Suite
- Understanding of the various levels of investments including the fund managers and associated expenses; furthermore, how they fit into a plan's fund line-up and impact the plan participants
- Experience working with financial advisors
- Working knowledge of ERISA guidelines and regulations
- Employee ownership opportunities
- Comprehensive health coverage + Virgin Pulse wellness platform
- 401(k) program with a 5% employer match + financial planning for colleagues
- Brick Bonus success sharing program
- Inherent desire to give back to our communities and enrich the lives of those around us
- Ability to build successful, collaborative, and trusting relationships
- 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
- An other-centered mindset
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- Integrity through maintaining objectivity
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