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Support Staff (Office Specialist 2)
Department of Human Services
United States
Two years of general clerical experience that includes keyboarding, word processing, or other experience generating documents;
Added just now
TO
Merchandise Coordinator
TJMaxx of CA, LLC
Riverbank, CA
- $17.9 to $18.4 USD / hour
Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer…
Added just now
TO
Backroom Coordinator
TJMaxx of CA, LLC
Riverbank, CA
- $17.9 to $18.4 USD / hour
Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer…
Added just now
TT
Retail Department Coordinator
The TJX Companies Inc
Oklahoma City, OK
- $13.75 to $14.25 USD / hour
Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team. Ensures an excellent customer…
Added 1 min ago
CB
Seasonal Retail Associate
Columbia Brands USA, LLC.
Simpsonville, KY
- $14 USD / hour
…“Connecting Active People with Their Passions.” As a Retail Associate, you serve as a brand ambassador and ensure exceptional in-store experiences through positive customer interaction.…
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Guest Service Specialist
Mister Car Wash
Bay City, MI
customer service, customer support, retail, retail associate, sales associate, cashier, team member, store associate, customer service, customer support, customer care, customer experience,…
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Private Client Service Associate
Gallagher
Westport, CT
You’ll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates of insurance, you’ll handle important tasks that…
Added 2 mins ago
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Senior Banking Associate - Webull Canada and International
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New York, NY
- $110,000 to $135,000 USD / year
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Food Production Associate
Heinens Inc
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…Culturally, we place an emphasis on quality of life for every associate within the organization. We offer this through a competitive compensation package, professional development and…
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LE
Client Service Associate
LPL Employee Services
Remote, United States
- $23.52 to $39.17 USD / hour
The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for administrative tasks,…
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MRT/Data Analysis Specialist - Mental Health 604
Main Template
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The Medical Records Technician (MRT)/Data Specialty is responsible for the maintenance, storage, and processing of all medical records and EHR data. This involves performing a variety of…
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Survey CAD Technician
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Understanding of surveying principles, coordinate systems, and field data processing
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Accounts Payable Specialist 1
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Irvine, CA
- $26 to $31 USD / hour
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Shipper-Receiver, PT, St Louis Galleria - West Elm
Williams-Sonoma
Saint Louis, MO · St Louis, MO
Execute timely processing of donations and MOS merchandise
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Front Desk Agent-Part Time***Experience Preferred*** Upscale Resort* Must be available Weekends.
Crescent Hotels & Resorts
Daytona Beach Shores, FL
- Part-time
…accounted, using the point-of-sale system, handling money, processing credit and debit cards, accepting and recording various forms of payment, converting foreign currency, making change…
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Peer Support (3rd Shift Mobile Crisis Response)
Ottawa County
Holland, MI
- $18.35 to $23.86 USD / hour
High school diploma or GED required. Associate's degree preferred.
Added 5 mins ago
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Peer Support (Walk-In Crisis Services)
Ottawa County
Holland, MI
- $18.35 to $23.86 USD / hour
High school diploma or GED required. Associate's degree preferred.
Added 6 mins ago
Warehouse Associate
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Grand Rapids, MI
Writing up orders and processing purchase transactions
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Wealth Management Client Service Specialist
The Glenview Trust Company
Louisville, KY
Assists with tax processing as required by Principal.
Added 6 mins ago
TS
Business Administrator I - College of Agriculture and Natural Resources
Tarleton State University
Stephenville, TX
- $49,000 to $53,900 USD / year
Assist the Associate Dean in overseeing building management needs for the Joe Autry building
Added 6 mins ago
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Group Engagement Specialist - Schaumburg, IL or Remote
American Society of Anesthesiologists
Schaumburg, IL
- $65,000 to $77,000 USD / year
…accurate and timely completion of rostering and membership processing for centralized invoicing accounts by Member Services. Monitor roster trends and identify opportunities to increase…
Added 7 mins ago
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Part-Time Shift Leader
MINISO USA
West Des Moines, IA
- $17 USD / hour
- Part-time
…customer engagement, cash management, store upkeep, and shipment processing. Additionally, the Shift Leader will actively promote the store’s membership program to foster customer loyalty.…
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Customer Service Associate
Capitol Federal Savings Bank
Kansas City, KS
Job Title: Customer Service Associate (CSA) II
Added 7 mins ago
Internal Agency Pediatric Dietitian Afternoon/Weekend
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United States
General knowledge of nutrient analysis, word processing, and spreadsheet software.
Added 7 mins ago
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RMA Data Center Associate A Shift M-F 6am-230p
DSV
Lancaster, OH
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…supply chain by transporting, storing, packaging, re-packaging, processing and clearing all types of goods. We work every day from our many offices in more than 80 countries to ensure a…

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

Support Staff (Office Specialist 2)

Merchandise Coordinator

Backroom Coordinator

Retail Department Coordinator

Seasonal Retail Associate

Guest Service Specialist

Private Client Service Associate

Senior Banking Associate - Webull Canada and International

Food Production Associate

Client Service Associate

MRT/Data Analysis Specialist - Mental Health 604

Survey CAD Technician

Accounts Payable Specialist 1

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

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

Peer Support (3rd Shift Mobile Crisis Response)

Peer Support (Walk-In Crisis Services)

Warehouse Associate

Wealth Management Client Service Specialist

Business Administrator I - College of Agriculture and Natural Resources

Group Engagement Specialist - Schaumburg, IL or Remote

Part-Time Shift Leader

Customer Service Associate

Internal Agency Pediatric Dietitian Afternoon/Weekend

RMA Data Center Associate A Shift M-F 6am-230p

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