Register
Recruit Create CV
Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
Some similar recruitments
Customer Relationship Specialist Jobs
Recruited by HRBoost, LLC. 7 months ago Address Deer Park, IL, United States
Director, Supplier Relationship Management - External
Recruited by Beckway 8 months ago Address Dallas, TX, United States
Customer Relationship Management Manager
Recruited by HireMinds 8 months ago Address Greater Boston, United States
Management Consultant Jobs
Recruited by Alliant Group 8 months ago Address , Houston, 77056
Customer Relationship Liaison - Driving (Company Vehicle)
Recruited by Apria Healthcare 8 months ago Address , Corpus Christi, 78405 $16.66 - $23.71 an hour
Practice Management - Advisor Consultant
Recruited by Atria Wealth Solutions 9 months ago Address Greater Houston, United States
Talent Management Consultant Jobs
Recruited by Whole Foods Market 9 months ago Address , Austin, 78703, Tx
Data Analyst (Customer Relationship Management)
Recruited by ENDEAVORS 9 months ago Address , San Antonio, 78249, Tx
Customer Relationship Management Business Analyst
Recruited by ANJ STAFFING 9 months ago Address Houston, TX, United States
Talent Management Consultant Jobs
Recruited by Hanger, Inc. 9 months ago Address Austin, TX, United States
Technical Consultant – Threat Management, Detection
Recruited by Edward Jones 10 months ago Address Dallas, TX, United States
Management Consultant Jobs
Recruited by Wellesley Cove Group 10 months ago Address Greater Boston, United States
Program Management Consultant Jobs
Recruited by Indigo Slate 11 months ago Address , Seattle, Wa $100,000 - $120,000 a year
Network Management Consultant Jobs
Recruited by HCSC 11 months ago Address , Austin, Tx
Relationship Marketing Analyst Jobs
Recruited by Toyota 11 months ago Address , Plano, 75024, Tx
Customer Relationship Liaison Jobs
Recruited by Apria Healthcare 11 months ago Address , Irvine, 92606, Ca $23.04 - $33.86 an hour
It Director Business Relationship Management
Recruited by Cornerstone Building Brands 11 months ago Address , Houston, Tx
Relationship Marketing Analyst Jobs
Recruited by Toyota North America 11 months ago Address Plano, TX, United States
Management Consultant (Medicaid) - Us
Recruited by Public Knowledge® 11 months ago Address Colorado, United States
Management Consultant Jobs
Recruited by V12 Consulting 11 months ago Address , Pasadena, Ca
Management Consultant, Alpha School (Remote) - $200,000/Year Usd
Recruited by Crossover 1 year ago Address Dallas, TX, United States
Management Consultant Jobs
Recruited by Lab Consulting 1 year ago Address , Houston, 77057, Tx
Management Consultant Jobs
Recruited by Sue Ann Ma CPA 1 year ago Address , Houston, 77036, Tx
University, General Management Consultant
Recruited by Booz Allen Hamilton 1 year ago Address , Mclean, 22102, Va $49,800 - $102,000 a year
Program Management Consultant 1 (Gta)
Recruited by State of Georgia 1 year ago Address , Atlanta, 30334, Ga
Service Management Consultant Jobs
Recruited by Capgemini 1 year ago Address , Atlanta, 30328, Ga

Relationship Management Consultant Jobs

Company

CAPTRUST
Address , Boston, 02109, Ma
Employment type FULL_TIME
Salary
Expires 2023-07-28
Posted at 11 months ago
Job Description
Overview:
WHO are we looking for?

CAPTRUST is seeking a dynamic Relationship Management Consultant 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:
  • Implement changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teamsAssist in the implementation of client approved financial planning ideas such as estate planning strategies, charitable gifting initiatives, retirement distribution options, insurance reviews, etc.
  • Coordinate client meetings and calls to collect information for financial planning projects and input information into financial planning software
  • Assist in the gathering of information and preparation and review of individual income tax returns
  • Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews
  • 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
  • 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
Qualifications:
Minimum Qualifications:
  • Strong proficiency utilizing Microsoft Office products
  • 6+ years of relevant experience
  • Four-year college degree

Desired Qualifications/Skills:
  • Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
  • Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment
  • Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
  • Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
  • CPA, CFP or CFP track preferred

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 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:
  • Comprehensive health coverage + Virgin Pulse wellness platform
  • 401(k) program with a 5% employer match + financial planning for colleagues
  • Employee ownership opportunities

WHERE will you be working?

One Liberty Square, 13th Floor | Boston, MA 02109

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:
  • Ability to build successful, collaborative, and trusting relationships
  • Integrity through maintaining objectivity
  • 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
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset

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. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior