CAPTRUST
Senior Wealth Client Management Associate
CAPTRUST, Kensington Village Mobile Home Park, New York, United States
Senior Wealth Client Management Associate
Senior Wealth Client Management Associate
WHO are we looking for?
CAPTRUST is seeking a WHO are we looking for?
CAPTRUST is seeking a
Senior Client Management Associate
who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day- to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve issues. The candidate also recommends solutions to moderately complex problems. #associate
Responsibilities
Primary responsibilities may include the following, amongst others:
Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading 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 and/or Advisors in reviewing client activities and recurring tasks Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts 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 four-year degree from an accredited university or equivalent work experience 3-5 years of Investment industry experience
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:
Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Personity wellness platform 401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?
3 Dakota Dr. #310, Lake Success, NY 11042
Due to the nature of the role, this is not a remote or work from home position.
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.
Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance, Administrative, and Customer Service Industries Investment Management, Financial Services, and Investment Banking Referrals increase your chances of interviewing at CAPTRUST by 2x Get notified about new Wealth Management Associate jobs in
New Hyde Park, NY . New York, NY $120,000.00-$135,000.00 1 week ago New York, NY $50,000.00-$115,000.00 1 week ago Asset & Wealth Management, Sustainable Investing Group, Associate - New York
Asset & Wealth Management, Private Wealth Management, Cross Markets Team, Associate - New York
Asset & Wealth Management, Sustainability & Impact, Value Creation, Associate - New York
New York, NY $150,000.00-$175,000.00 2 weeks ago Asset & Wealth Management, AM Private, Structured Investing, Analyst, New York
New York, NY $125,000.00-$225,000.00 1 week ago Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Finance Associate
Asset & Wealth Management-New York- Associate - Finance, Structuring & Execution - 8349929
New York, NY $105,000.00-$122,000.00 1 week ago Asset & Wealth Management, Client Solutions Group, Platform Development, Associate - New York
Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York
New York, NY $50,000.00-$115,000.00 2 weeks ago Investment Banking Associate - Asset Wealth Management (New York)
New York, NY $100,000.00-$175,000.00 1 week ago New York, NY $110,000.00-$120,000.00 2 weeks ago New York, NY $50,000.00-$115,000.00 6 days ago New York, NY $175,000.00-$225,000.00 1 week ago Debt & Equity Capital Markets Analyst - NYC
New York, NY $90,000.00-$100,000.00 2 weeks ago Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York
Asset & Wealth Management Operations- Liquidity Management- Associate, New York
New York, NY $110,000.00-$120,000.00 3 days ago New York, NY $131,250.00-$225,000.00 6 days ago Asset & Wealth Management, External Investing Group (XIG) - Vintage, Fund Formation, Deal Negotiation and Syndication, Associate
New York, NY $90,000.00-$100,000.00 4 days ago Manhattan, NY $34,500.00-$125,000.00 3 weeks ago New York, NY $175,000.00-$225,000.00 2 weeks ago Banking - Investment Banking, Full Time Analyst, New York - USA, 2026
New York, NY $80,000.00-$115,000.00 5 days ago New York, NY $175,000.00-$200,000.00 4 weeks ago Investment Banking Analyst/Associate | FIG (Specialty Finance)
New York, NY $150,000.00-$200,000.00 18 hours ago Investment Banking - Financial Institutions Group, FinTech, Wealth and Asset Management Coverage - Associate
Private Equity Associate - Investment Team
New York, NY $175,000.00-$200,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Senior Wealth Client Management Associate
WHO are we looking for?
CAPTRUST is seeking a WHO are we looking for?
CAPTRUST is seeking a
Senior Client Management Associate
who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day- to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve issues. The candidate also recommends solutions to moderately complex problems. #associate
Responsibilities
Primary responsibilities may include the following, amongst others:
Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading 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 and/or Advisors in reviewing client activities and recurring tasks Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts 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 four-year degree from an accredited university or equivalent work experience 3-5 years of Investment industry experience
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:
Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Personity wellness platform 401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?
3 Dakota Dr. #310, Lake Success, NY 11042
Due to the nature of the role, this is not a remote or work from home position.
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.
Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance, Administrative, and Customer Service Industries Investment Management, Financial Services, and Investment Banking Referrals increase your chances of interviewing at CAPTRUST by 2x Get notified about new Wealth Management Associate jobs in
New Hyde Park, NY . New York, NY $120,000.00-$135,000.00 1 week ago New York, NY $50,000.00-$115,000.00 1 week ago Asset & Wealth Management, Sustainable Investing Group, Associate - New York
Asset & Wealth Management, Private Wealth Management, Cross Markets Team, Associate - New York
Asset & Wealth Management, Sustainability & Impact, Value Creation, Associate - New York
New York, NY $150,000.00-$175,000.00 2 weeks ago Asset & Wealth Management, AM Private, Structured Investing, Analyst, New York
New York, NY $125,000.00-$225,000.00 1 week ago Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Finance Associate
Asset & Wealth Management-New York- Associate - Finance, Structuring & Execution - 8349929
New York, NY $105,000.00-$122,000.00 1 week ago Asset & Wealth Management, Client Solutions Group, Platform Development, Associate - New York
Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York
New York, NY $50,000.00-$115,000.00 2 weeks ago Investment Banking Associate - Asset Wealth Management (New York)
New York, NY $100,000.00-$175,000.00 1 week ago New York, NY $110,000.00-$120,000.00 2 weeks ago New York, NY $50,000.00-$115,000.00 6 days ago New York, NY $175,000.00-$225,000.00 1 week ago Debt & Equity Capital Markets Analyst - NYC
New York, NY $90,000.00-$100,000.00 2 weeks ago Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York
Asset & Wealth Management Operations- Liquidity Management- Associate, New York
New York, NY $110,000.00-$120,000.00 3 days ago New York, NY $131,250.00-$225,000.00 6 days ago Asset & Wealth Management, External Investing Group (XIG) - Vintage, Fund Formation, Deal Negotiation and Syndication, Associate
New York, NY $90,000.00-$100,000.00 4 days ago Manhattan, NY $34,500.00-$125,000.00 3 weeks ago New York, NY $175,000.00-$225,000.00 2 weeks ago Banking - Investment Banking, Full Time Analyst, New York - USA, 2026
New York, NY $80,000.00-$115,000.00 5 days ago New York, NY $175,000.00-$200,000.00 4 weeks ago Investment Banking Analyst/Associate | FIG (Specialty Finance)
New York, NY $150,000.00-$200,000.00 18 hours ago Investment Banking - Financial Institutions Group, FinTech, Wealth and Asset Management Coverage - Associate
Private Equity Associate - Investment Team
New York, NY $175,000.00-$200,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr