Institutional Client Management Consultant
Company: CAPTRUST
Location: Charlotte
Posted on: May 27, 2023
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Job Description:
WHO are we looking for?
CAPTRUST is seeking a Client Management Consultant who will work
with one to several financial advisors 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. Primary responsibilities may
include the following, among others:
Deliver exceptional service as part of a team and become a trusted
partner to a dedicated Financial Advisor(s) in managing his/her
book of business and building client relationships
Aid in the retention of existing client relationships by working
with internal business partners to address all client questions,
requests, and day to day service needs; inclusive but not limited
to assistance with plan provisions, investments, transactions, and
deliverables
Assist with new or existing client conversion/transition process by
coordinating the efforts of internal (research, operations,
marketing, and participant education) and external business
partners. In conjunction with Financial Advisor, communicate
recommendations and the timeline to all stakeholders
Assist in the creation of sales presentations such as pitch books
and RFP responses for prospective new clients and existing
clients
Develop, compile, and ensure accuracy of quarterly and
ad-hoc/client specific reports, spreadsheets, and presentations
with minimum supervision, while also overseeing the critical
maintenance of client files and records
Build and strengthen relationships with external business partners
such as custodians, recordkeepers, third party administrators, and
investment managers to facilitate efficient and accurate execution
of any objectives for our shared clients
Minimum Qualifications:
A minimum of 5+ years experience working in client services for an
organization that provides retirement plan services for 401(k),
403(b), Non-Qualified or Defined Benefit plans
Understanding of retirement plans from an operational,
record-keeping, and investment perspective
Proficiency in navigating CRM systems and MS Office Suite
Desired Qualifications/Skills:
Working knowledge of ERISA guidelines and regulations
Understanding of the various levels of investments including the
fund managers and associated expenses; furthermore, how they fit
into a plan's fund line-up and impact the plan participants
Experience working with financial advisors
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:
Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Virgin Pulse wellness platform
401(k) program with a 5% employer match + financial planning for
colleagues
WHERE will you be working?
4201 Congress St #160 - Charlotte, NC 28209
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.
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. #Mid-Senior
Requisition ID: 2023-1433
External Company URL: https://captrust.com/
Workplace Type: Onsite
Keywords: CAPTRUST, Charlotte , Institutional Client Management Consultant, Executive , Charlotte, North Carolina
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