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Added 1 min ago
RB
Engagement Associate (Term-Limited)
Roger Baldwin Foundation of ACLU Inc
Chicago, IL
- $59,600 USD / year
The Engagement Associate will also support and partner with P&E teammates on additional engagement activities throughout the year. Work may include conducting special project research,…
Added 1 min ago
Commercial Lines Account Manager
OVD Insurance
Sewickley, PA
Knowledgeable in project management principles. Can operationalize key organizational strategies.
Added 2 mins ago
AS
Cataloging Librarian - UC Davis Library
Another Source
Davis, CA
- $74,752 to $120,755 USD / year
Added 3 mins ago
W
Senior Associate
WTW
New York, NY · NY
- $125,000 to $135,000 USD / year
Senior Associate within the Integrated and Global Solutions Line of Business with Willis Towers Watson US LLC in New York, NY.
Added 3 mins ago
Call Center Supervisor (Non-Clinical)
United Biosource Corporation
Remote, United States
…productivity and performance standards. Plans and directs workflow and project assignments. Oversees call volume to ensure service standards are met. Conducts hiring, training, and…
Added 3 mins ago
Quality Assurance Associate - AbbVie
United Biosource Corporation
Remote, United States
…providing reporting/quality trend analysis, and assisting with project work as assigned. Solves a range of straightforward problems. Analyzes possible solutions using standard procedures.…
Added 4 mins ago
TP
Finance & Operations Coordinator
The Planet Group
Concord, MA
- $24 to $29 USD / hour
The Finance & Operations Coordinator will support the Tariff Refund Project. The coordinator will initially focus on organizing and validating transaction data, gathering required…
Added 4 mins ago
W
Senior Associate
WTW
NY
- $125,000 to $135,000 USD / year
Senior Associate within the Integrated and Global Solutions Line of Business with Willis Towers Watson US LLC in New York, NY.
Added 5 mins ago
Member Service Associate
EastRise Federal Credit Union
Williston, VT
While primarily focused on a physical branch location(s), the member service associate is a part of the larger Retail team and works collaboratively to ensure the success of all EastRise…
Added 6 mins ago
Call Center Supervisor (Non-Clinical)
United Biosource Corporation
Remote, United States
…productivity and performance standards. Plans and directs workflow and project assignments. Oversees call volume to ensure service standards are met. Conducts hiring, training, and…
Added 6 mins ago
Quality Assurance Associate - AbbVie
United Biosource Corporation
Remote, United States
…providing reporting/quality trend analysis, and assisting with project work as assigned. Solves a range of straightforward problems. Analyzes possible solutions using standard procedures.…
Added 9 mins ago
Outside Sales Representative
Sunbelt Rentals, Inc.
Manheim, PA
Strong project management, new business development and customer retention skills
Added 11 mins ago
CG
PIPEFITTER (FULL TIME)
Compass Group
College Station, TX
- $19 to $25 USD / hour
- Full-time
Added 11 mins ago
CG
HVAC TECH
Compass Group
ROCK HILL, SC
- $24 to $34 USD / hour
o Supports project management activity as needed.
Added 11 mins ago
CG
SENIOR MAINTENANCE TECHNICIAN (FULL TIME)
Compass Group
Bryan, TX
- $25 to $31 USD / hour
- Full-time
Added 13 mins ago
Office Coordinator, Classical Christian Honors College
University of Northwestern - St. Paul
MN
Event & Project Coordination: Contribute to the planning and implementation of events, meetings, student activities, and committee projects by coordinating logistics and ensuring a…
Added 13 mins ago
Production Supervisor- Temporary
Bio-Rad Laboratories
Santa Rosa, CA
Strong analytical, communication, and project management skills.
Added 13 mins ago
Senior Wealth Client Management Associate
CAPTRUST
Raleigh, NC
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…
Added 13 mins ago
Wealth Client Management Associate II
CAPTRUST
New Hyde Park, NY
CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management…
Added 13 mins ago
SO
Information Technology Programmer Analyst P11 (Core Infrastructure Services)
State of Michigan
Lansing, MI
- $25.05 to $45.97 USD / hour
Possession of an associate's degree with 16 semester (24 term) credits in computer science, information assurance, data processing, computer information, data communications, networking,…
Added 15 mins ago
Senior BIM Designer
Arup
San Francisco, CA
Manage and coordinate BIM project data sets/workflows and project set up. Utilize workflows to review BIM models to ensure model data is consistent and compliant with project contractual…
Added 15 mins ago
BIM Designer
Arup
Los Angeles, CA · Houston, TX · Chicago, IL · Seattle, WA · Newark, NJ · Boston, MA · San Francisco, CA · New York, NY · Oakland, CA · Washington, DC
A Structural BIM Designer helps establish project standards and workflows, maintains model and data quality, and enables the structural teams to produce coordinated drawings and…
Added 15 mins ago
Water Services Leader
Arup
San Francisco, CA
We are seeking a Water Services Leader to join Arup’s San Francisco office as an Associate - a leadership level that shapes our business through technical expertise, client leadership,…
Added 15 mins ago
Water Services Leader
Arup
Los Angeles, CA
We are seeking a Water Services Leader to join Arup’s Los Angeles office as an Associate - a leadership level that shapes our business through technical expertise, client leadership,…
Added 15 mins ago
Pro Sales Associate - Camarillo
Behr Sales LLC
CA
To thrive as a Pro Sales Associate, you must be approachable, organized, and genuinely interested in helping our customers. Some basic computer skills are necessary to use our customer…

CAPTRUST

Senior Wealth Client Management Associate

Raleigh, NC, United States

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Job details

Apply by: Nov 6, 2027
Experience: 3+ years of experience within Family Office and Wealth Management environments
Posting language: English
Posted: Nov 6, 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?

4208 Six Forks Road, Suite 1700 | Raleigh, NC 27609

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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