Wealth Client Management Associate

WHO are we looking for?CAPTRUST is seeking a Wealth Client Management Associate 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, amongst others:Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions and responding to ad hoc requestsWork closely with CMCs to prepare quarterly reviews, proposals and other client-related materials, this includes proofreading the documents, printing, binding and mailingMaintain updated client contact information within the CRM system (CAPConnect); assist with ongoing CAPConnect maintenance including gathering and uploading documents to SharePoint recordAssist in scheduling, calendaring, and confirming tasks, activities, and appointmentsPerform other duties and special projects as required, including firm-wide initiativesMinimum Qualifications:Completion of a four-year degree from an accredited university or equivalent work experience1+ years’ experience in the investment industry a plusDesired Qualifications/Skills:Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDFExcellent math skills and the ability to quickly grasp financial and investment conceptsPositive attitude and a team player.Energized by change and ability to think “outside the box” regarding process improvementFlexibility to handle changing priorities, pressure, and short deadlinesWHAT 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:Employee ownership opportunitiesBrick Bonus success sharing programComprehensive health coverage + Personify Health wellness platform401(k) program with a 5% employer match + financial planning for colleaguesSalary range: $65,000 - $75,000 with experience & credentialsWHERE will you be working?One Liberty Square 13th Floor | Boston, MA 02109Due to the nature of the role, this is not a remote or work from home position. #LI-OnsiteHOW 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 relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/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.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. #associateThis position will remain open until filled.

Created: 2025-10-04