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Strategy Manager - Wealth Management
Recruited by Citizens 8 months ago Address , Johnston, 02919

Wealth Client Management Consultant

Company

CAPTRUST
Address , Oklahoma City, 73118, Ok
Employment type FULL_TIME
Salary
Expires 2023-06-25
Posted at 1 year ago
Job Description
Overview:
WHO are we looking for?

CAPTRUST is seeking a Wealth Client Management Consultant to work with one to several financial advisors to service and cultivate relationships with wealth clients. 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. Primary responsibilities may include the following, among others:
Responsibilities:
  • Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
  • Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
  • Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
  • Prepares and provides documentation and materials required for client calls and visits; may participate in investment reviews and annual reviews
  • Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
  • 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
  • Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
  • Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
  • Greet office guests in a professional, friendly, and hospitable manner
  • 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
  • Open and distribute mail as needed
Qualifications:
Minimum Qualifications:
  • Completion of a four-year degree from an accredited university or equivalent work experience
  • Minimum 5 years’ 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
  • Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
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:
  • Comprehensive health coverage + Virgin Pulse wellness platform
  • Brick Bonus success sharing program
  • Employee ownership opportunities
  • 401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?

6305 Waterford Blvd, #120 | Oklahoma City, OK 73118

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?

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