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CAPTRUST · 1 day ago

Senior Institutional Associate

US-NC-Raleigh

Full-time

Onsite

Mid, Senior Level

2+ years exp

CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. The role involves managing client service needs, developing reports, and assisting with client onboarding and data management.

ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management

Responsibilities

Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team by 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

Qualification

CRM systemsMicrosoft ExcelFinancial industry knowledgePowerPointAttention to detailOral communicationWritten communicationTime managementTeam playerSelf-motivated

Required

Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics or equivalent years of experience

2-4 years of industry related experience

Technical proficiency in navigating CRM systems, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro

Strong desire to work in the financial industry

Preferred

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

Excellent math skills and the ability to grasp financial investment, and retirement plan concepts

Flexible with changes in priorities and able to handle the pressure of short deadlines

Strong time-management skills; maintains a personal calendar/task planner system

Benefits

Company discretionary bonus.

Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.

Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.

Paid time off (PTO) or Paid Sick Leave (PSL)