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Added 2 mins ago
Lead, Community Impact Administration and Data
Royal Caribbean Cruises Ltd
Miami, FL
…Engagement, the company’s corporate impact function. Reporting to the Associate Manager of Community Engagement, who oversees this work, this role also supports project management and…
Added 2 mins ago
LS
Admin Care Scheduler The Residence at Boylston Place
LCB Senior Living
Chestnut Hill, MA
- $24 to $28 USD / hour
Monitor and review Resident Care Associate training logs and assist with creation of monthly training calendar. Report monthly to RCD, BOD, and ED regarding RCA training compliance.
Added 3 mins ago
Flight and Ambulance Regulatory Coordinator
Intermountain Medical Transport LLC
United States
Associate’s degree or relevant professional licensure or certification.
Added 4 mins ago
Sr. BAS/Controls Technician
Kelso Building Services
Ogden, UT · Draper, UT
Identify and develop service agreement and project opportunities.
Added 5 mins ago
Construction Materials Laboratory Supervisor
Intertek USA
Phoenix, AZ
…construction disciplines, developing the most innovative product and project solutions. Intertek's project-related assurance, testing, inspection and consulting services are the risk…
Added 5 mins ago
4N
Office Administrator
41 NORTH CONTRACTORS LLC
Lisle, IL
- $25 USD / hour
Flexible availability and adaptability, with the dedication to ensure successful completion of a project.
Added 6 mins ago
Survey CAD Technician
MacKay
New Orleans, LA · Mandeville, LA
Coordinate with surveyors, engineers, and project managers to meet project requirements
Added 6 mins ago
S
MANUFACTURING ESTIMATOR
Spherion
Worcester, MA
- $70,000 to $95,000 USD / year
Project Launch: Lead project kick-offs for new CNC milling, turning, and routing jobs, ensuring shop-floor execution aligns with quoted parameters.
Added 7 mins ago
RP
Part Time Social Media Coordinator
River Pointe Community Church
Richmond, TX
- Part-time
Associate or Bachelor’s Degree, or relevant certifications and experience.
Added 7 mins ago
QA/QC Manager- Austin Industrial (Tulsa, OK)
Austin External
Tulsa, OK
Perform daily inspections at project sites, focusing on welding, structural, and civil work.
Added 8 mins ago
Associate Director, Bioanalytics - Global Preclinical Development
Intervet Inc. USA
NJ
The Associate Director, Bioanalytics leads the Rahway Bioanalytical Laboratory within Global Preclinical Development, providing scientific, operational, regulatory, and people leadership…
Added 8 mins ago
TS
Business Administrator I - College of Agriculture and Natural Resources
Tarleton State University
Stephenville, TX
- $49,000 to $53,900 USD / year
…executing complex administrative functions, including long-term project planning, facilities oversight, procurement, contract management, and inventory tracking. The incumbent develops,…
Added 8 mins ago
Food Services Rep
INTEGRIS Health
Oklahoma City, OK
The Service Associate reports to Food Service Operations Lead. This position may have additional or varied physical demand and/or respiratory fit test requirements. Please consult the…
Added 9 mins ago
AS
Group Engagement Specialist - Schaumburg, IL or Remote
American Society of Anesthesiologists
Schaumburg, IL
- $65,000 to $77,000 USD / year
· Support the Associate Director of Member Engagement by building and maintaining the residency program engagement database and developing and executing the outreach cadence, to…
Added 11 mins ago
Assistant General Counsel - Claims & Litigation
Ferguson Enterprises, LLC
Tampa, FL · Sarasota, FL · Orlando, FL · Fort Myers, FL
Excellent project management skills, with proven ability to prioritize and drive multiple complex matters simultaneously.
Added 11 mins ago
Receptionist
Ferguson Enterprises, LLC
Caledonia, MI
…services, administrative support services and limited scope project management. This position will be encouraged to participate in projects with members of other teams, working closely with…
Added 11 mins ago
Senior Associate, Program Management 1
L3Harris Technologies
Northampton, MA
Job Title: Senior Associate, Program Management
Added 11 mins ago
QI
Field Quality Lead (Denver, CO)
Quanta Infrastructure Solutions Group, LLC
Denver, CO
- $80,000 USD / year
The Field Quality Lead at Quanta Infrastructure Solutions Group (QISG) will be responsible for assisting in project-related quality management activities and for ensuring that QC…
Added 13 mins ago
Coordinator, Peer Recovery Program
New River Community and Technical College
Beaver, WV
Assist with project implementation to ensure goals and objectives are met on schedule.
Added 14 mins ago
Sr Principal Network Administrator - TS/SCI
SP - Orbital Space Systems
United States
Develop innovative technical solutions to complex problems, support project designs, clarify requirements, and ensure solutions adhere to established standards.
Added 14 mins ago
Construction Lead Principal
AEP Service Corporation
Muncie, IN · Ft. Wayne, IN
…Construction Management and cross functional partners, supporting project planning, coordination, and execution while ensuring alignment across stakeholders, schedules, and field…
Added 14 mins ago
EUC Engineer
CSC Cboe Services Company
United States
…with the training to coach their teams to the next level. Our Associate Resource Groups champion diversity, equity and inclusion, giving associates a safe space to network, share ideas and…
Added 14 mins ago
QA/Cx Administrator
OnQGlobal Inc
Muskogee, OK
…provides administrative and document control support to the project’s quality and commissioning teams. This position maintains accurate records, coordinates documentation and reporting, and…
Added 15 mins ago
Commissioning Project Engineer
Reliance Engineering LLC
Indianapolis, IN
As a Commissioning Project Engineer at Reliance, you will operate as part of a project team that delivers new and modified systems that are safe, functional, and meet design requirements…
Added 15 mins ago
Wealth Client Management Associate II
CAPTRUST
Raleigh, NC
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…

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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