Hiring: Wealth Client Management Consultant Company: CAPTRUST Location: Raleigh, NC Job Posted Time: 2026-09-16 07:39:39 Employment Type: Remote Target Skills & Keywords : Compliance About the job Experience: •5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment •Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment Required Skills: •Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service •Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client •Prepares and provides documentation and materials required for client calls and visits •May participate in investment reviews and annual reviews •Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements •Works with Financial Advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture •Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance •Performs other duties and special projects as required, including firm-wide initiatives Qualifications: •Completion of a four-year college degree from an accredited college or equivalent work experience •Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor •Excellent math skills and the ability to quickly grasp financial and investment concepts •Positive attitude and a team player •Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously •Analytical thinker and problem solver •Energized by change and ability to think “outside the box” regarding process improvement •Flexibility to handle changing priorities, pressure, and short deadlines •Self-motivated; ability to work well independently and with others •A high standard of professionalism and notable attention to detail Compensation: •Flexible work environment (work from home / hybrid options) •Brick Bonus success sharing program 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!