What are the responsibilities and job description for the Institutional Client Management Associate II position at CAPTRUST?
WHO are we looking for?
CAPTRUST is seeking an Institutional Client Management Associate II who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. This position will support the Dallas Institutional book of business. Primary responsibilities may include the following, among others:
Responsibilities
Minimum Qualifications:
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There is a reason for it; it is 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:
2500 Northwinds Pkwy #250 | Alpharetta, GA 30009
OR
400 N. Tampa Street #1800 | Tampa, FL 33602
OR
4201 Congress Street #160 | Charlotte, NC 28209
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:
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.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate
Position will remain open until filled.
CAPTRUST is seeking an Institutional Client Management Associate II who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. This position will support the Dallas Institutional book of business. Primary responsibilities may include the following, among others:
Responsibilities
- Deliver exceptional service and become a trusted partner to the Financial Advisor Service Teams managing their books of business by ensuring service needs are carried out with the highest level of attention and in a timely manner
- Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations
- Oversee critical maintenance/organization of system files, records, and assist with new client onboarding
- Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables
- Establish and develop relationships with FA service team and internal business partners
- Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client
- Assist in quarterly data collection, auditing, and input of system data
- Perform other duties and special projects independently or with a team as required by Financial Advisor Service Teams or the Institutional Client Services department
Minimum Qualifications:
- Bachelor’s degree in finance, accounting, financial Planning, or other applicable business degrees or equivalent years of industry related experience
- Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro
- Excellent oral and written communications skills
- Exceptional attention to detail and a personal ambition to be error-free
- Extremely organized; enjoys keeping accurate and detailed records
- Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
- High standards of professionalism (dress, manners, conduct, speech
- Positive attitude and a team player
- Self-motivated and able to work well independently AND with others
- Excellent math skills and the ability to grasp financial/investment concepts
- Flexible with changes in priorities and able to handle the pressure of short deadlines
- Strong time-management skills; maintains a personal calendar/task planner system
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There is a reason for it; it is 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)
2500 Northwinds Pkwy #250 | Alpharetta, GA 30009
OR
400 N. Tampa Street #1800 | Tampa, FL 33602
OR
4201 Congress Street #160 | Charlotte, NC 28209
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
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.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate
Position will remain open until filled.