Jobs in the United States

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Added 1 min ago
Logistics Analyst II (ELMS ICP) SME III - w/Active Secret
Akima, LLC
Tampa, FL
Must have an associate degree required, including coursework in logistics management, supply chain or business-related field
Added 3 mins ago
SO
IT Statewide Systems Technician 1 - 4
State of Louisiana
Baton Rouge, LA
- $22.47 to $40.45 USD / hour
…decision-making, solving problems intelligently, increasing the rate of project success, and fostering a skilled and professional…
Added 3 mins ago
SO
OTS Statewide Operations Analyst 1-3 (Contracts Analyst)
State of Louisiana
Baton Rouge, LA
- $24.04 to $43.28 USD / hour
…decision-making, solving problems intelligently, increasing the rate of project success, and fostering a skilled and professional…
Added 5 mins ago
BC
Cashier
Bi-Mart Corporation
McMinnville, OR
- $16.1 to $19.25 USD / hour
…Whether it's the everyday shopping list, a home improvement project, automotive maintenance, or outfitting for the great outdoors, you'll find it and more at your local…
Added 5 mins ago
BC
Cashier
Bi-Mart Corporation
McMinnville, OR
- $16.1 to $19.25 USD / hour
…Whether it's the everyday shopping list, a home improvement project, automotive maintenance, or outfitting for the great outdoors, you'll find it and more at your local…
Added 8 mins ago
2027 Associate Technical Editor and Writer/Technical Editor and Writer
Northrop Grumman
Melbourne
Northrop Grumman is seeking an Associate Technical Editor and Writer or Technical Editor and Writer. This position will be located at our Aeronautics Systems Sector in Melbourne, FL. In…
Added 8 mins ago
Principal Windows Systems Administrator - TS/SCI
Northrop Grumman
Rolling Meadows
Maintain operations of multi-user computer systems working with system engineers, PC desktop technicians, networking engineers, project managers, end users, and IT/Cyber management.
Added 8 mins ago
Associate/Engineer Tooling Level 1/2 (C-Shift)
Northrop Grumman
Iuka
Northrop Grumman Aeronautics Systems has openings for an Associate/Tooling Engineer Level 1/2 to join our team of qualified, diverse individuals. This position is located in Iuka,…
Added 8 mins ago
Associate Mechanical Engineer
Northrop Grumman
Annapolis
…complex problems, and develop engineering solutions which meet project requirements. The successful candidate should have demonstrated experience in at least one of the following areas:…
Added 9 mins ago
Associate/Engineer Tooling Level 1/2 (B-Shift)
Northrop Grumman
Iuka
Northrop Grumman Aeronautics Systems has openings for an Associate/Tooling Engineer Level 1/2 to join our team of qualified, diverse individuals. This position is located in Iuka,…
Added 9 mins ago
2027 Associate Systems Engineer – Sykesville MD
Northrop Grumman
Sykesville
You’ll have the opportunity to work within multi-disciplined teams to perform one or more of the following functions (exact work scope will be based on program assignment and project phase):
Added 9 mins ago
2027 Associate H/W Mechanical Engineer – Sykesville MD
Northrop Grumman
Sykesville
Collaborate with senior engineers to analyze complex problems and develop engineering solutions which meet project requirements
Added 9 mins ago
Optical Subsystem I&T Engineer - Level 1
Northrop Grumman
Chandler
Northrop Grumman Space Systems is looking for an Associate Optical Subsystem I&T Engineer – 1 to support the Electro-Optics (EO) Group within the Launch Vehicles business unit in Chandler,…
Added 10 mins ago
Superintendent
Invitation Homes
Altamonte Springs, FL
Observing and ensuring job site safety during project management visits
Added 11 mins ago
SO
Highway Maintenance Specialist I 2026-02675
State of Wyoming
Buffalo, WY · WY
- $25.21 to $28.01 USD / hour
Communicates project information and proposed courses of action and/or subsequent consequences.
Added 13 mins ago
Biopharmaceutical Manufacturing Associate II
GSK
West Conshohocken, PA · West Conshohocken
You will support a dynamic operations team dedicated to delivering essential medicines globally. The manufacturing associate II engages positively with colleagues, follows GSK’s values, and…
Added 14 mins ago
JH
Sr. Intellectual Property Manager (Johns Hopkins Technology Ventures - Innovation & Commercial Partnerships)
Johns Hopkins University
Baltimore
- $110,000 USD / year
Classified Title: Sr. Technology Transfer Associate
Added 14 mins ago
LT
Office & IT Support Assistant
Little Tokyo Service Center
Los Angeles, CA
- $22 to $27 USD / hour
…The Office and I.T. Support Assistant provides day-to-day and project-based administrative support for the Operations Team, including our I.T. Manager. This position is fully in-person at…
Added 15 mins ago
EL
Lab Assistant, Skincare
Estée Lauder Companies
Melville
- $17.5 to $25.5 USD / hour
Assist with project-related laboratory activities to support development timelines.
Added 15 mins ago
HS
2026-2027: Educational Assistant (Resource Room) @ West Park Elementary School
Hermiston School District
Hermiston, OR
- $16.84 to $23.7 USD / hour
Must meet NCLB educational requirements by possessing a minimum of an Associate's Degree or 72 college credit hours. Passage of the ParaPro Assessment or the Work Keys Assessment test…
Added 16 mins ago
Sr Patient Access Associate
HMTW - Houston Methodist The Woodlands Hospital - Methodist Health Centers
United States
At Houston Methodist, the Senior Patient Access Associate position is responsible for obtaining and entering accurate demographic and insurance information in the electronic health record…
Added 16 mins ago
Sr. Patient Access Associate
HMTW - Houston Methodist The Woodlands Hospital - Methodist Health Centers
United States
At Houston Methodist, the Senior Patient Access Associate position is responsible for obtaining and entering accurate demographic and insurance information in the electronic health record…
Added 17 mins ago
Construction Superintendent, Senior
Parsons Government Services Inc.
FL
Works closely with Construction Manager, Field Project Manager and Design Manager to ensure that the contract specifications and plans are implemented accurately and efficiently in…
Added 17 mins ago
Construction Inspector - MEP
Parsons Government Services Inc.
FL
Monitor contractor workmanship, materials, and testing activities for compliance with project quality requirements.
Added 17 mins ago
Construction Superintendent (Struct./Architectural focus)
Parsons Government Services Inc.
FL
Confirm that materials, workmanship, dimensions, elevations, and installation details meet project requirements.

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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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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