Wealth Client Service Manager

Overview

WHO are we looking for?

CAPTRUST is seeking a Wealth Client Services Manager who will lead a team of client service representatives to deliver exceptional, proactive service to valued client relationships. The successful candidate will supervise a client services team focused on working with clients in our Wealth Management division. Primary responsibilities may include the following, amongst others:

Responsibilities

• Lead a team of 12 to 20 client service team representatives responsible for delivering exceptional, proactive service to valued client relationships
• Build an intentional, purposive relationship with financial advisors, consistently requesting feedback on client service teammates and overall service levels
• Assist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiries
• Sets expectations for client service team representatives to monitor metrics and service standards
• Contributes to initiatives supporting and advancing the overall client experience
• Inspire, mentor, and foster growth with client service representatives to achieve professional development
• Shares ideas and awareness regarding client matters with peers and colleagues to contribute to company initiatives and to maintain a focus of continuous improvement
• Encourage collaboration with colleagues within and outside of the client service department to cultivate a spirit of teamwork and partnership
• Manage team goals and objectives
• Performs other duties and special projects as required; may travel 25%

Qualifications

Minimum Qualifications:

• Minimum 5-7 years’ experience working in client service in the investment advisory, brokerage, or financial services industry
• Minimum 2 years management experience or equivalent leadership experience; 4 years management experience preferred

Desired Qualifications/Skills:

• Ability to thrive in a fast-paced environment and contribute to ideas that support growth
• Excellent working knowledge of investment industry
• Experience working with administration of individual investment accounts
• Prioritization skills: ability to manage many time-sensitive tasks simultaneously
• Extremely organized; keeps accurate and detailed records
• Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
• Excellent math skills and the ability to grasp financial/investment concepts
• Analytical thinker and problem-solver

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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage Personify wellness platform
• 401(k) program with a 5% employer match financial planning for colleagues

WHERE will you be working?

5005 LBJ Freeway #1313 | Dallas, Texas 75244

OR

9709 Lakeside Blvd, Suite 450 | Woodlands, Texas 77381 

OR

1826 N Loop 1604 W #260 | San Antonio, Texas 78248 

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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior