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4N
Office Administrator
41 NORTH CONTRACTORS LLC
Lisle, IL
- $25 USD / hour
Added just now
DC
Retail Associate
Dufry Careers
CHARLESTON, SC
- $17 USD / hour
As a Sales Associate, you'll be at the heart of providing exceptional service to our customers at Charleston International Airport. Greeting and assisting customers with customer service…
Added 1 min ago
Senior Analyst, High Yield Research
Allstate Insurance Co.
United States
Train/support associate & intermediate team members to ensure a strong development path
Added 1 min ago
MRT/Data Analysis Specialist - Mental Health 604
Main Template
Downey, CA
…driver’s license, a motor vehicle clearance and proof of auto insurance is required at time of employment and must be maintained throughout employment. Additional regulatory, contractual or…
Added 1 min ago
RM
Registered Nurse (RN)
Ross Manor
Bangor, ME
- Up to $47 USD / hour
Full Insurance Coverage: Comprehensive medical, dental, vision, and disability benefits for full-time employees, plus employer-paid life insurance.
Added 1 min ago
TU
Assistant Store Manager - Cary
TESOLIFE US INC
Cary, NC
- $23 USD / hour
Education: Associate degree or above; majors in retail management, marketing, business administration, or related fields preferred.
Added 1 min ago
Survey CAD Technician
MacKay
New Orleans, LA · Mandeville, LA
Associate’s or Bachelor’s degree in Surveying, Geomatics, Civil Engineering Technology, or related field.
Added 1 min ago
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RN - Emergency Department (.9 FTE, Nights)
EvergreenHealth
Kirkland, WA
- $50.14 to $90.6 USD / hour
Graduate of a nursing program (Diploma or Associate Degree in Nursing (ADN) required)
Added 1 min ago
ES
Accounts Payable Specialist 1
Easter Seals Southern California, Inc.
Irvine, CA
- $26 to $31 USD / hour
Typically requires an Associate’s Degree in Accounting or related field, or the equivalent combination of education, experience and expertise to perform the job successfully.
Added 1 min ago
Shipper-Receiver, PT, St Louis Galleria - West Elm
Williams-Sonoma
Saint Louis, MO · St Louis, MO
…Sunday) and two during the week (Monday to Thursday). For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum required above) that meets the needs…
Added 1 min ago
Asst Store Mgr - Service
Williams-Sonoma
Columbus, OH
…Sunday) and two during the week (Monday to Thursday). For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum required above) that meets the needs…
Added 1 min ago
Bureau of Childrens Services Eligibility Specialist
Spherion
Madison, WI
Bachelor degree in human services with 2 years of relevant experience, or an Associate degree with 5 years of experience
Added 1 min ago
CH
Front Desk Agent-Part Time***Experience Preferred*** Upscale Resort* Must be available Weekends.
Crescent Hotels & Resorts
Daytona Beach Shores, FL
- Part-time
…successfully. Other job-related duties may be assigned by the associate’s…
Added 1 min ago
S
MANUFACTURING ESTIMATOR
Spherion
Worcester, MA
- $70,000 to $95,000 USD / year
Education: Associate degree, vocational degree, or technical trade certification in advanced manufacturing, mechanical design, precision machining, or an equivalent discipline.
Added 1 min ago
NO
Tack and Pet Associate
North40 Outfitters
Ponderay, ID
- $16.5 to $17 USD / hour
North 40 Outfitters in Ponderay, ID is looking to hire a Full-Time Tack & Pet Associate to join our team. We believe that each team member plays a vital role in the success of our company.…
Added 2 mins ago
House Supervisor - Registered Nurse (RN)- Behavioral Health
Lifepoint Health
Richmond, TX
Financial Protection & PTO: Life, accident, critical illness, hospital indemnity insurance, short- and long-term disability, paid family leave and paid time off.
Added 2 mins ago
LH
Office Coordinator
Lifepoint Health
Richlands, VA
- $15.27 to $18.86 USD / hour
Accurately obtains demographic and insurance information, and is responsible for upfront collections.
Added 2 mins ago
CO
Early Learning Specialist/Bilingual
City of Rochester (NY)
Rochester, NY
- $49,141 to $63,118 USD / year
An Associate’s Degree AND four (4) years of experience working in a childcare, library, or classroom setting. OR
Added 2 mins ago
CA
Preschool Teacher Assistant
Cadence Academy Preschool
Greensboro, NC
- $13.67 to $16.67 USD / hour
Amazing perks: Medical, dental, vision, life, disability, and even pet insurance!
Added 2 mins ago
Preschool Lead Teacher
Bala Cynwyd School For Young Children
Bala Cynwyd, PA
Associate or Bachelor’s degree in Early Childhood Education or a related field is preferred.
Added 2 mins ago
Production Associate
Niterra North America Inc
Sissonville, WV
The Production Associate produces high-quality products in a timely, safe manner, ensuring adherence to company standards and procedures. This weekend night-shift role (Friday-Sunday, 6:00…
Added 2 mins ago
Repack Associate
Niterra North America Inc
Sissonville, WV
The Repack Associate repackages products and completes repacking transactions in SAP, following work instructions and visual aids to keep inventory accurate and quality consistent. This…
Added 2 mins ago
Production Associate
Niterra North America Inc
Sissonville, WV
The Production Associate produces high-quality products safely and on time, ensuring adherence to company standards and procedures. This second-shift role (Monday-Friday, 2:00 PM-10:00 PM)…
Added 2 mins ago
Warehouse Associate
Niterra North America Inc
Sissonville, WV
The Warehouse Associate supports warehouse operations, including shipping finished goods, inspecting products and materials for quality, and managing inventory in SAP. This second-shift…
Added 2 mins ago
Sales Associate
The Tile Shop
Charlotte, NC

CAPTRUST

Wealth Client Management Associate II

Raleigh, NC, United States

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Job details

Apply by: Nov 9, 2027
Experience: Minimum 2 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
Posting language: English
Posted: Nov 9, 2024

Original job description

Overview

WHO are we looking for?

CAPTRUST is seeking a Wealth Client Management Associate II 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, among others:

Responsibilities

Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
Work closely with CMCs 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 record
Help CMCs review client activities and recurring tasks
Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research
Schedule and confirm client meetings, if necessary
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
Minimum 2 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment

Desired Qualifications/Skills:

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 Ste 1700 | Raleigh, North Carolina 27609

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:

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

Work Authorization

Candidates must be legally authorized to work in the United States by their anticipated start date. Employment is subject to verification of work authorization as required by applicable law. The Company is unable to provide employment-based visa sponsorship for this position, now or in the future.

This position will remain open until filled.

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Jobs in the United States

Office Administrator

Retail Associate

Senior Analyst, High Yield Research

MRT/Data Analysis Specialist - Mental Health 604

Registered Nurse (RN)

Assistant Store Manager - Cary

Survey CAD Technician

RN - Emergency Department (.9 FTE, Nights)

Accounts Payable Specialist 1

Shipper-Receiver, PT, St Louis Galleria - West Elm

Asst Store Mgr - Service

Bureau of Childrens Services Eligibility Specialist

Front Desk Agent-Part TimeExperience Preferred Upscale Resort* Must be available Weekends.

MANUFACTURING ESTIMATOR

Tack and Pet Associate

House Supervisor - Registered Nurse (RN)- Behavioral Health

Office Coordinator

Early Learning Specialist/Bilingual

Preschool Teacher Assistant

Preschool Lead Teacher

Production Associate

Repack Associate

Production Associate

Warehouse Associate

Sales Associate

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