Top 18 Senior client services associate Jobs in North Carolina

Senior Institutional Client Management Associate
CAPTRUST —Raleigh, NC
- Full-time
- Microsoft Word
- Mid-level
- Office
- Health savings account
- Disability insurance
5h
Senior Client Associate
Gallagher Benefit Services —Charlotte, NC
- Full-time
- Basic math
- Mid-level
- Office
Sr. Consumer Loan Specialist - Sales Customer Service
Republic Finance, LLC —Asheville, NC
- $36,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Disability insurance
Senior Associate, Client Service Manager
Barings —Charlotte, NC
- Full-time
- Spanish
- Mid-level
- Office
- Health savings account
- Paid holidays
3d
Senior Registered Virtual Client Service Associate
Raymond James Financial, Inc. —North Carolina
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Senior Associate - Client Portfolio Manager - Global High Yield and CLOs
Barings —Charlotte, NC
- Full-time
- Microsoft Excel
- Office
- 3 years
- Health savings account
- Paid holidays
3d
Client Onboarding Implementation Senior Associate
JPMorganChase —Charlotte, NC
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
13d
RCM Sr Manager Client Executive
Veradigm —Raleigh, NC
- Full-time
- 11+ years
- High school diploma or GED
- Analysis skills
- Health insurance
- Dental insurance
Corporate Client Specialist Sr
First Horizon Bank —Raleigh, NC
- Full-time
- Office
- 3 years
- High school diploma or GED
- Wellness program
- Health savings account
Quick Apply
1d
Senior Client Service Associate- Hightower Signature Wealth
HighTower Advisors —Chapel Hill, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
8d
Senior Client Manager
Gallagher Benefit Services —Charlotte, NC
- Full-time
- High school diploma or GED
- Supervising experience
- Bachelor's degree
Senior Client Manager, Personal Lines Insurance
Marsh McLennan Agency —Cary, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Tuition reimbursement
Senior Audit Associate (Client Service)
Doeren Mayhew CPAs and Advisors —Charlotte, NC
- Senior level
- Leadership
- 2 years
Quick Apply
Tax Senior Manager - Private Client Services (PCS)
EisnerAmper LLP —Raleigh, NC
- Full-time
- Hybrid work
- CPA
- Research
- Office
Private Client Relationship Manager Senior
First Horizon Bank —Chapel Hill, NC
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Wellness program
- Health savings account
Quick Apply
7d

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Senior Institutional Client Management Associate

CAPTRUST -
Raleigh, NC

Apply Now

Job Details

Full-time
5 hours ago

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance
Paid sick time

Qualifications

Microsoft Word
Presentation software
Spreadsheets
Professional ethics
Employee relationship building
CRM system proficiency
Technical Proficiency

Full Job Description

Overview:

WHO are we looking for?

CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team 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. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:

Responsibilities:

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:

Minimum 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
3 years of industry related experience
Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro

Desired Qualifications/Skills:

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 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

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:

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)

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

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.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #entry

This position will remain open until filled.

Apply Now

Refine Your Search

senior client services associate jobs in north carolina

Senior Institutional Client Management Associate

Senior Client Associate

Sr. Consumer Loan Specialist - Sales Customer Service

Senior Associate, Client Service Manager

Senior Registered Virtual Client Service Associate

Senior Associate - Client Portfolio Manager - Global High Yield and CLOs

Client Onboarding Implementation Senior Associate

RCM Sr Manager Client Executive

Corporate Client Specialist Sr

Senior Client Service Associate- Hightower Signature Wealth

Senior Client Manager

Senior Client Manager, Personal Lines Insurance

Senior Audit Associate (Client Service)

Tax Senior Manager - Private Client Services (PCS)

Private Client Relationship Manager Senior

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