Institutional Client Management Associate

Institutional Client Management Associate (Cma)

CAPTRUST is seeking an Institutional Client Management Associate (CMA) to 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. Primary responsibilities may include the following, among others :

Responsibilities :

• Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book 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 Team or the Institutional Client Services department.

Qualifications :

Desired Qualifications / Skills :

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 :

Where will you be working?

We have openings in the following CAPTRUST office locations :

4201 Congress St #160 | Charlotte, NC 28209

Or

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Or

400 North Tampa St #1800 | Tampa, FL 33602

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 :

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. This position will remain open until filled.