Temporary Wealth Management Associate
Overview:
WHO are we looking for?
CAPTRUST is seeking a Temporary Wealth Management Associate to work with one to several financial advisors to provide exceptional service to clients. This individual will be responsible for helping advisor team to ensure deliverables are produced timely as well as interacting directly with clients, including 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:
Responsibilities:
- Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in supporting his/her book of business building and maintaining client relationships as well as project management for client deliverables
- 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
- 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
Qualifications:
Minimum Qualifications:
- Completion of a four-year college degree or equivalent years of relevant experience
- 0-3 years’ experience working in client services for an organization that provides retirement plan services preferred
Desired Qualifications/Skills:
- Demonstrated project management experience
- Relationship building and interpersonal communication skills
- Strong attention to detail
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
Compensation Range: $18.00 - $20.00 hourly
Where will you be working?
740 University Ave | Sacramento, CA 95825
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. #associate