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Institutional Client Management Associate – Grand Rapids, MI


This is a Contract position in Atlanta, GA posted August 28, 2021.

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina.

We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation.

We are building a world class organization “one brick at a time.” Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours.

Position Overview Institutional Client Management Associates (CMAs) work to 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.

Job Responsibilities (include But Not Limited To) 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.

Based on business need, this role is to be performed on-site.

This is not a remote or hybrid WFH role.

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 Has 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 Possess a strong desire to give back to our communities and enrich the lives of those around us Emulates an other’s centered mindset Applies integrity through maintaining objectivity Minimum Qualifications Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics Strong desire to work in the financial industry 1-3 years’ of industry related experience Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro Highly 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 Perks And Other Benefits Competitive salary Shareholder program 5% 401(k) Match Healthy lifestyle reimbursements Comprehensive Health Coverage Healthy Lifestyle Reimbursement Many more… EEO/Diversity Disclaimer 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 provide 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.