Hiring: Senior Institutional Client Management Associate Company: CAPTRUST Location: Raleigh, NC Job Posted Time: 2026-09-11 13:46:48 Employment Type: Full-time / Remote Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint About the job Experience: •3 years of industry related experience Required Skills: •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: •Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics or equivalent work experience •Strong desire to work in the financial industry •Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro •Excellent oral and written communications skills •Exceptional attention to every 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 Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!