Jobs in the United States

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Added 5 mins ago
2027 Associate Technical Editor and Writer/Technical Editor and Writer
Northrop Grumman
Melbourne
Be majoring in or having majored in a Business, Pre-Law, Supply Chain, Project Management or related degree
Added 5 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 5 mins ago
Associate/Engineer Tooling Level 1/2 (C-Shift)
Northrop Grumman
Iuka
Experience with project management and communication skills
Added 6 mins ago
Associate/Engineer Tooling Level 1/2 (B-Shift)
Northrop Grumman
Iuka
Experience with project management and communication skills
Added 6 mins ago
2027 Associate Systems Engineer – Sykesville MD
Northrop Grumman
Sykesville
…multi-domain systems and technologies. Our differentiated battle management and cyber solutions deliver timely, mission-enabling information and provide superior situational awareness and…
Added 6 mins ago
2027 Associate H/W Mechanical Engineer – Sykesville MD
Northrop Grumman
Sykesville
…multi-domain systems and technologies. Our differentiated battle management and cyber solutions deliver timely, mission-enabling information and provide superior situational awareness and…
Added 6 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 7 mins ago
Superintendent
Invitation Homes
Altamonte Springs, FL
Observing and ensuring job site safety during project management visits
Added 7 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 10 mins ago
Biopharmaceutical Manufacturing Associate II
GSK
West Conshohocken, PA · West Conshohocken
Data Integrity, Detail-Oriented, Digital Fluency, Emergency Response, Financial Acumen, GxP Regulations, Lean Management, Manufacturing Processes, Problem Solving, Production Management,…
Added 11 mins ago
JH
Sr. Intellectual Property Manager (Johns Hopkins Technology Ventures - Innovation & Commercial Partnerships)
Johns Hopkins University
Baltimore
- $110,000 USD / year
We are seeking a Sr. Intellectual Property Manager. Reporting to the Director Intellectual Property Management, the Sr Intellectual Property (IP) Manager will independently manage a docket…
Added 11 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 11 mins ago
EL
Lab Assistant, Skincare
Estée Lauder Companies
Melville
- $17.5 to $25.5 USD / hour
…laboratory operations, prototype preparation support, sample management, routine analytical testing, equipment maintenance, inventory coordination, and documentation activities that enable…
Added 12 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 12 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 13 mins ago
Construction Superintendent, Senior
Parsons Government Services Inc.
FL
BS or associate’s degree in construction management or related field: (or equivalent construction-related work experience).
Added 13 mins ago
Construction Inspector - MEP
Parsons Government Services Inc.
FL
Monitor contractor workmanship, materials, and testing activities for compliance with project quality requirements.
Added 13 mins ago
Construction Superintendent (Struct./Architectural focus)
Parsons Government Services Inc.
FL
Confirm that materials, workmanship, dimensions, elevations, and installation details meet project requirements.
Added 16 mins ago
Coordinator - Pharmacy Sterile Compounding
North Mississippi Medical Center, Inc
United States
…other tasks as instructed by the specialty pharmacist. Quality management is 10% dedicated to Specialty…
Added 18 mins ago
SO
IT Network AND Telecommunications - Manager
State of Washington
Olympia, WA
- $104,304 to $140,268 USD / year
Provide consultation and recommendations to leadership, stakeholders, and project teams regarding network-related investments, risks, and opportunities.
Added 18 mins ago
SO
Site Manager/Hydrogeologist (Hydrogeologist 2 or 3) INTERNAL ONLY
State of Washington
Lacey, WA
- $5,642 to $8,374 USD / month
Environmental Project Management - Supports the management of multiple contaminated-site projects by tracking tasks, gathering information, preparing draft communications, and helping…
Added 18 mins ago
Life safety Program Support Specialist 1 - Tysons, VA
M.C. Dean, Inc
Tysons, VA
The Life safety Program Support Specialist provides essential operational and administrative support for project managers, engineers, leadership, and onsite teams within a dynamic…
Added 18 mins ago
E
Associate Solutions Consultant
Everbridge
Remote, United States
- $67,200 to $92,000 USD / year
The primary responsibility of this role is to provide project management, enterprise solution application implementation services, and support during the design, build, test, and training…
Added 19 mins ago
Revit/CAD Designer
GFT
Roseville, CA · Oakland, CA · Phoenix, AZ · Salt Lake City, UT · Denver, CO
…transformative projects that enhance dams, sustainable water management and infrastructure. Whether working on new dam designs, dam rehabilitations, and dam decommissioning along with their…
Added 20 mins ago
Sales Floor Dept Supervisor - Hardware-Tools
Lowes
Miami, FL
…and customers across departments. It is important that this associate communicate upward to keep management informed of concerns, issues, praises, and…

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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