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Wealth Client Management Associate

CAPTRUST -
West Chester, OH

Apply Now

Job Details

Full-time

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

Customer records maintenance
Investment advisory support
Correspondence management
Microsoft Excel
Microsoft Outlook
Account maintenance
Financial transaction processing
Phone communication
Greeting customers
Employee relationship building
Mail distribution
Research
Phone call screening
Printing
Meeting scheduling
Managing clients in a customer support role
Client database systems
Math
Project management
Paper binding
Records management
Bachelor's degree
Managing clients in a finance role
Continuous improvement
Mail management
Document binding
Investment account customer support
SharePoint
Stocking
Document viewing software

Full Job Description

Overview:

WHO are we looking for?

CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others:

Responsibilities:

Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials; this includes preparing the documents, printing, binding, and mailing
Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
Assist CMCs with various client onboarding and recurring tasks
Partners with associates from various offices firm-wide
Greet office guests in a professional, friendly, and hospitable manner
Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
Perform other duties and special projects as required, including firm-wide initiatives
Some additional responsibilities may include:
- Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
- Open and distribute mail as needed

Qualifications:

Minimum Qualifications:

Completion of a two or four-year college degree from an accredited university or 0-2 years of work experience
Investment industry experience a plus

Desired Qualifications/Skills:

Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
Excellent math skills and the ability to quickly grasp financial and investment concepts
Positive attitude and a team player
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
Notable attention to detail
Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
Exceptional written and verbal communication skills

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)s

WHERE will you be working?

9078 Union Centre Blvd #102 | West Chester Township, OH 45069

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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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.#associate

This position will remain open until filled.

Apply Now

Refine Your Search

management associate jobs in west chester, oh

Wealth Client Management Associate

Lead Scheduling Associate - Call Center

MFG ASSOCIATE RELATIONS MANAGER

Sr. Associate Athletics Director

Manufacturing Management Associate – Leadership Development Program

Associate Project Manager

Grocery Associate Team Leader (Assistant Department Manager)

Associate Director, Data Operations

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Retail - Associate Boutique Manager, Store Management (Kenwood Towne Centre)

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New Store – Prepared Foods Associate Team Leader (Assistant Department Manager) – Liberty Township, Ohio – Opening Winter 2026

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Associate Director, Analytics & Insights

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Transaction Associate Manager

Associate Service Manager

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