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Added 1 min ago
AS
Customer Success Specialist
Answering Service Care
Margate, FL
- $22.35 USD / hour
Support team projects and other duties that advance client success and company goals
Added 2 mins ago
SO
Registered Nurse (RN) Team Lead - 61006653 (Greenville County)
State of South Carolina
Greenville, SC
- $77,198 USD / year
…approved training in evaluating and accurately documenting client encounters. Ensuring compliance and continuous quality improvement, participating in emergency response efforts, and…
Added 3 mins ago
Sourcing Director - Clinical Categories
Vizient
Irving · Chicago · Nashville · Charlotte · Centennial
…operational, and clinical value. You will lead enterprise sourcing projects, negotiate supplier agreements, develop sourcing strategies, and facilitate value analysis initiatives that…
Added 4 mins ago
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Retail Scan Associate (Kingston, NY 12401)
Scanscape
Kingston, NY
- $17 to $20 USD / hour
…hours per week per store) are frequently assigned for special projects throughout the year, with higher demand from January through June. Full scheduling details will be reviewed during the…
Added 5 mins ago
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Associate Solutions Consultant
Everbridge
Remote, United States
- $67,200 to $92,000 USD / year
Everbridge is currently seeking a Associate Solutions Consultant to support our Control Center solution.
Added 5 mins ago
Revit/CAD Designer
GFT
Roseville, CA · Oakland, CA · Phoenix, AZ · Salt Lake City, UT · Denver, CO
Working on the Geotechnical Dams & Hydraulics team at GFT offers the opportunity to engage in transformative projects that enhance dams, sustainable water management and infrastructure.…
Added 6 mins ago
R
Field and Support Technician Job
ROAR
Wayne, PA
- $28 to $34 USD / hour
Update site documentation, train customers on using the system, and hand over a stable, working system to the client and ROAR Support
Added 9 mins ago
PRN Safety Consultants | Multiple Locations
IES Safety LLC
United States
IES Safety, LLC is seeking Certified Safety Professionals® (CSP®) and Associate Safety Professionals® (ASP®) to join our team as PRN employees supporting client projects within our office…
Added 12 mins ago
LC
FT Sales Associate, Seasonal
LOVESAC COMPANY
Los Angeles, CA
- $20.32 to $22.55 USD / hour
As a Lovesac Seasonal Sales Associate, you are energized by connecting with customers, delivering remarkable results, and helping people design products that fit their lifestyle and space.…
Added 12 mins ago
LC
PT Sales Associate, Seasonal
LOVESAC COMPANY
Los Angeles, CA
- $20.32 to $22.55 USD / hour
As a Lovesac Seasonal Sales Associate, you are energized by connecting with customers, delivering remarkable results, and helping people design products that fit their lifestyle and space.…
Added 13 mins ago
HI
Client Service Associate, Wealth Management - Potential for Hybrid Work
Hub International Mid-Atlantic Inc.
Rockville, MD
- $25.64 to $33.33 USD / hour
We currently have an opportunity for a Client Service Associate to join our Retirement and Private Wealth team in our Rockville, MD office on a hybrid work schedule.
Added 17 mins ago
Manufacturing Operations Supervisor
American Bankers Insurance Company of Florida
United States
…assigning tasks, coordinating the flow of work, and assigned projects, overseeing completion of work, and monitoring performance of your team. Attention to detail, demonstrated supervisory…
Added 17 mins ago
AS
Professional Development Coordinator- 3706265
AMS Staffing, Inc.
New York City, NY
- $70,000 to $80,000 USD / year
Our client, an international, AmLaw 100 firm, is looking to hire a Professional Development Coordinator at their offices in New York City. The position will allow for a hybrid work schedule…
Added 17 mins ago
AS
Alumni Development Coordinator
AMS Staffing, Inc.
New York City, NY
- $70,000 to $80,000 USD / year
Support non-client PD conferences and programs and ad hoc projects and events, and serve as general back-up to other Coordinators, Managers, Directors and Chief for department…
Added 30 mins ago
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Associate Client Manager
TrueML
Remote, United States
- $80,000 to $100,000 USD / year
The Associate Client Manager is the foundational role within the Client Management team, focused on learning TrueAccord’s platform, product suite, and client operational standards. You are…
Added 35 mins ago
Associate Director, Video, Enterprise Partnerships
OMDUS OMD USA LLC
NY
The Associate Director, Video Partnerships is a high-level client team specialist role at Initiative, requiring strong leadership and managerial skills. The role involves strong knowledge…
Added 39 mins ago
CM
PRN Delegating Nurse Case Manager
Compass Maryland
Beltsville, MD
- $45 USD / hour
…perform delegation duties, and assist with special nursing projects as needed. Primary responsibilities include coordinating health care for people in residential programs, training staff,…
Added 39 mins ago
Senior Research Associate-Behavioral Health
Westat
Bethesda, MD
Westat has an immediate opening for a Senior Research Associate to join our team. Our work focuses on evaluations and technical assistance to strengthen behavioral health and public health…
Added 39 mins ago
Principal Research Associate - Hybrid - Behavioral Health Research
Westat
Bethesda, MD
Westat has an immediate opening for a Principal Research Associate to join our team. Our work focuses on evaluations and technical assistance to strengthen behavioral health and public…
Added 40 mins ago
Settlements Analyst I (Hybrid)
CareFirst
Baltimore, MD
…management in the resolution of issues that may impact timely client invoice/payment notification and/or client submission of funds to fulfill funding arrangements. Prepare the annual…
Added 47 mins ago
Accounting Services Associate
KSM Business Services, Inc.
Remote, United States
Identify and escalate any tasks or client requests encountered that are not identified on the client work instructions to the Director or Manager working on the account.
Added 49 mins ago
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Senior Tax Associate
Leawood, KS
- $59,000 to $90,000 USD / year
Partner with tax and wealth management teams on client needs and projects
Added 51 mins ago
VP, National Account Manager - Vet
Synchrony Bank
United States
This role works directly with the VP, Client Development Veterinary to drive and support strategic initiatives and relationships within the Veterinary market to increase CareCredit usage…
Added 53 mins ago
Manager, Customer Sales
Cardinal Group Companies
Denver, CO
…You’ll partner with our Director of Centralized Leasing and Associate Director of Centralized Leasing on enhancements to our leasing platform and participate in the creation of new standard…
Added 56 mins ago
DR
Impact Support Specialist
Denver Rescue Mission
Denver, CO
- $27 to $33 USD / hour
Participates in vendor and partner selection for future database enhancements and development projects.

CAPTRUST

Senior Wealth Client Management Associate

Chesterton, IN, United States

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Job details

Apply by: Nov 4, 2027
Experience: 3+ years of experience within Family Office and Wealth Management environments
Posting language: English
Posted: Nov 4, 2024

Original job description

Overview

WHO are we looking for?

CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others:

Responsibilities

Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
Assist CMCs and/or Advisors in reviewing client activities and recurring tasks
Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts
Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
Perform other duties and special projects as required, including firm-wide initiatives

Qualifications

Minimum Qualifications:

Completion of a four-year degree from an accredited university or equivalent work experience
3+ years of experience within Family Office and Wealth Management environments

Desired Qualifications/Skills:

Foundational knowledge of alternative investments is a plus
Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
Excellent math skills and the ability to quickly grasp financial and investment concepts
Positive attitude and a team player.
Energized by change and ability to think “outside the box” regarding process improvement
Flexibility to handle changing priorities, pressure, and short deadlines

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:

Company discretionary bonus
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?

3100 Village Point #200 | Chesterton, Indiana 46304

Due to the nature of the role, this is not a remote or work from home position. However there is flexibility.

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:

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

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.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate

This position will remain open until filled.

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More about this job

Skills

Project management
Research
Transaction processing
Editing
Microsoft SharePoint
Onboarding
Scheduling
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Process improvement

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