client associate

Financial Designs. Inc.

About the RoleFD National is seeking a Client Associate to join their Service Team, supporting day-to-day client service and benefits administration. This role is ideal for someone who is detail-oriented, service-driven, and comfortable managing multiple client requests in a fast-paced environment.You will serve as a key point of contact for client inquiries, help resolve issues, and ensure a smooth experience for both clients and internal teams.Key ResponsibilitiesClient Service &amp; Issue Resolution<ul><li>Resolve client issues and escalations related to employee benefits, including carrier coordination</li><li>Communicate clearly with clients, carriers, and internal teams to drive timely resolution</li></ul>Benefits Administration Support<ul><li>Manage post&ndash;Open Enrollment Evidence of Insurability (EOI) processes through carrier approval</li><li>Coordinate and process HSA funding requests and related communications</li><li>Respond to employee and employer benefit inquiries, including coverage, eligibility, and plan details</li></ul>Service Coordination &amp; Follow-Through<ul><li>Support and process retroactive enrollment and eligibility changes with carriers</li><li>Research and resolve billing discrepancies and carrier audit variances</li><li>Manage multiple service requests simultaneously, ensuring timely follow-up and resolution</li><li>Maintain accurate records of client interactions and service activity</li></ul>Team Support &amp; Process Improvement<ul><li>Handle ad hoc or non-standard client requests across benefit plans</li><li>Provide support on FSA/HSA plan administration, including participant questions and issue resolution</li><li>Collaborate with team members to deliver consistent, high-quality service</li><li>Contribute to improving workflows and overall client experience</li></ul>QualificationsRequired:<ul><li>3-5 years of experience in employee benefits, insurance, or healthcare-related operations</li><li>Strong communication and client service skills</li><li>Highly organized with strong attention to detail</li><li>Ability to manage multiple priorities and follow through on tasks</li><li>Proficiency in Microsoft Office (Outlook, Excel, Word)</li></ul>Preferred:<ul><li>Experience working with a CRM or ticketing system (Hubspot a plus)</li><li>Familiarity with employee benefits (medical, dental, vision, etc.)</li><li>Bilingual (English/Spanish)</li></ul>Pay: $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Are you located in Miami/South Florida?</li></ul>Language:<ul><li>English (Required)</li></ul>Ability to Commute:<ul><li>Miami, FL 33126 (Required)</li></ul>Work Location: In person

Client Associate

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Position Overview:
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, &amp; 66). Partial registration may be considered.
Responsibilities:<ul><li>
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li><li>
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li><li>
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li><li>
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li><li>
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li></ul>
Required Qualifications:<ul><li>
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)</li><li>
Possesses advanced industry knowledge and an understanding of investment products</li><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results</li><li>
Demonstrates a client-centric mindset, always acting in the best interest of the client</li><li>
Has the ability to learn and adapt to new information and technology platforms</li></ul>
Desired Qualifications:<ul><li>
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience</li><li>
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities</li><li>
Is detail oriented</li><li>
Demonstrates a commitment to continuous learning and professional growth</li><li>
Exhibits sound judgment and discretion when handling sensitive information</li><li>
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce</li><li>
Demonstrates professional verbal and written communication skills</li></ul>
Skills:<ul><li>
Account Management</li><li>
Client Management</li><li>
Customer and Client Focus</li><li>
Issue Management</li><li>
Oral Communications</li><li>
Business Development</li><li>
Client Solutions Advisory</li><li>
Pipeline Management</li><li>
Prioritization</li><li>
Administrative Services</li><li>
Emotional Intelligence</li><li>
Referral Identification</li><li>
Written Communications</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5</div>

Registered Wealth Management Client Associate

Gilmer Consulting

About the RoleGilmer Consulting is seeking an experienced, detail-oriented Client Accounting Associate to support our growing client base. This is a remote contractor role ideal for professionals who thrive in a fast-paced, client-facing environment and take pride in delivering accurate, timely financial services.As a Client Accounting Associate, you will manage day-to-day accounting functions for multiple virtual clients across diverse industries &mdash; serving as a reliable point of contact and a trusted steward of their financial records.Responsibilities<ul><li>Perform monthly accounting and bookkeeping for multiple virtual clients</li><li>Maintain accurate, organized financial records in QuickBooks Online</li><li>Reconcile bank accounts, credit cards, and merchant accounts</li><li>Manage accounts payable and accounts receivable</li><li>Categorize and record transactions with precision</li><li>Generate monthly financial reports (P&amp;L, Balance Sheet, Cash Flow Statement)</li><li>Communicate proactively with clients regarding questions or missing information</li><li>Identify and resolve discrepancies or errors independently</li><li>Maintain strict confidentiality of all client financial data</li><li>Adhere to internal quality standards and procedures</li></ul>Required QualificationsExperience &amp; Certification<ul><li>5+ years of professional accounting or bookkeeping experience</li><li>QuickBooks Online (QBO) Certification</li><li>Proven track record of delivering accurate, timely financial work across multiple clients</li></ul>Technical Skills<ul><li>Expert-level proficiency in QuickBooks Online</li><li>Solid understanding of GAAP and general accounting principles</li><li>Experience with bank reconciliations, AP/AR, journal entries, and financial reporting</li><li>Ability to quickly adopt new software platforms as needed</li></ul>Professional Skills<ul><li>Highly organized with exceptional attention to detail</li><li>Self-directed with the ability to manage multiple client accounts simultaneously</li><li>Strong written and verbal communication skills</li><li>Excellent time management and consistent ability to meet deadlines</li><li>Professional, reliable, and discreet</li></ul>Preferred Qualifications<ul><li>Experience working within an accounting, bookkeeping, or tax firm</li><li>Experience supporting fractional CFOs or outsourced finance teams</li><li>Familiarity with both accrual and cash basis accounting methods</li></ul>Work Setup<ul><li>Location: Fully remote (work from anywhere)</li><li>Schedule: Flexible hours with availability during U.S. business hours as needed</li><li>Employment Type: Independent Contractor (1099) &mdash; contractors are responsible for their own taxes, equipment, and workspace</li><li>Engagement: Part-time with strong potential for expanded hours as our client base grows</li></ul>Compensation<ul><li>Starting at $20/hour, commensurate with experience</li><li>Compensation structured per hour or per client engagement (discussed at offer)</li><li>Performance-based rate increases available based on tenure and quality of work</li></ul>Pay: From $20.00 per hourExpected hours: No less than 15.0 per weekWork Location: Remote

Client Accounting Associate

Morton Brown Family Wealth

Morton Brown Family Wealth is looking for a Client Experience Associate who is organized, reliable, and takes pride in creating a welcoming and well-run office environment.If this opportunity excites you, please send your resume and a brief cover letter to info@mortonbrownfw.com.Client Experience Associate (Front Desk)Location: Allentown, PA (In-Office)Type: Full-TimeSalary: Commensurate with experience, $45,000 - $60,000Benefits: 401(k), Profit Sharing, Health Care, Dental, Vision, Disability, Earned SabbaticalAbout Us Morton Brown Family Wealth is an independent, boutique wealth management firm headquartered in the Lehigh Valley and serving clients nationwide.We are reimagining financial advice, building a team where curiosity is encouraged, contributions are valued, and culture is as important as results. Our mission is to positively impact the experience people have with money, relationships, and life.About the Role The firm is seeking a Client Experience Associate who is responsible for managing front desk operations and providing clerical support across the firm. This role serves as the first point of contact for clients and visitors while supporting scheduling, data management, and administrative workflows.This position plays an important role in maintaining the day-to-day flow of the office through organization, accuracy, and consistent follow-through.What You&rsquo;ll Do &middot;Answer and direct incoming telephone calls and communications to appropriate team members&middot; Greet clients and visitors and manage front desk interactions and meeting arrivals&middot; Own scheduling and calendar management, ensuring accurate meeting details, appropriate time allocation, and coordination across team calendars&middot; Assist with data entry and maintain accurate client information across CRM, client portal, and internal systems&middot; Maintain office organization, including conference room setup, supply inventory, and general upkeep&middot; Handle incoming and outgoing mail and packages (FedEx, UPS, USPS)&middot; Support team members with administrative tasks and internal projects&middot; Order and maintain inventory of office supplies&middot; Assist with basic office upkeep, including light kitchen maintenanceWhat We&rsquo;re Looking For&middot; 3+ years of experience in an administrative, clerical, or front desk role&middot; Demonstrated ability to manage calendars, scheduling, and administrative workflows&middot; Proficiency with Microsoft Office (Word, Excel, Outlook, Teams)&middot; Experience with CRM software (Salesforce preferred) and cloud-based environments&middot; Familiarity with scheduling tools (e.g., Calendly)&middot; Strong organizational skills and attention to detail&middot; Ability to learn and adopt new technologies and systems&middot; Experience in financial services is a plusWhy Morton Brown &middot; Direct access to firm leadership and mentorship&middot; A culture that values collaboration, accountability, and growth&middot; Opportunity to contribute to a team-oriented, high-performing environment&middot; Competitive benefits including 401(k) with profit sharing, health coverage, and earned sabbatical&middot; The opportunity to play a meaningful role in the day-to-day client and team experienceWhy the Lehigh Valley? The Lehigh Valley is a vibrant community that offers a unique blend of rural, suburban, and urban living opportunities. It has become a growing hub for business, healthcare, education, and the arts, while maintaining a welcoming and connected feel. Centrally located between New York City and Philadelphia, the region provides easy access to both major cities. With its rich culture, abundant outdoor recreation, and strong tradition of community involvement, the Lehigh Valley is a place where professionals and families can thrive.Morton Brown Family Wealth is an Equal Opportunity EmployerPay: $45,000.00 - $60,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Work Location: In person

Client Experience Associate

Unum

<div>Job Posting End Date: April 30
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life&rsquo;s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
<ul><li>Award-winning culture
</li><li>Inclusion and diversity as a priority
</li><li>Competitive benefits package that includes: Health, Vision, Dental, Short &amp; Long-Term Disability
</li><li>Generous PTO (including paid time to volunteer!)
</li><li>Up to 9.5% 401(k) employer contribution
</li><li>Mental health support
</li><li>Career advancement opportunities
</li><li>Student loan repayment options
</li><li>Tuition reimbursement
</li><li>Flexible work environments
</li></ul><h3 class="jobSectionHeader">*All the benefits listed above are subject to the terms of their individual Plans .
</h3>And that&rsquo;s just the beginning&hellip;
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you&rsquo;re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
<h2 class="jobSectionHeader">General Summary:
</h2>The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth and retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their block.
Principal Duties and Responsibilities
<ul><li>Effectively learn and understand the Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market
</li><li>Develop and build personal connections with brokers, enrollment firms and customers for assigned block of business
</li><li>Learn how to develop and execute on customer-specific business plans
</li><li>Profitable Growth of the Inforce Block
</li><li>In partnership with sales, assist in learning how to proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary.
</li><li>Develop understanding of and how to leverage Unum&rsquo;s enrollment capabilities, services, tools, and how to communicate an enrollment strategy with internal/external partners.
</li><li>Work closely with ICS Implementation Manager
</li><li>Assist in local Benefit fair activities with Field Office team
</li><li>Build and develop enrollment firm relationships for larger customers
</li><li>Develop Partnership with Sales Rep, Marketing Consultant and Home Office to Execute on all Strategies &ndash; Operating Effectiveness
</li><li>Partner with key Home Office areas to deliver full service to customers
</li><li>In partnership with sales rep, provide thorough customer updates, broker feedback, and other pertinent action items that impact sales effectiveness
</li><li>Learn to develop and present renewals driving persistency and profitability
</li><li>May perform other duties as assigned
</li></ul>Job Specifications
<ul><li>Bachelors degree or equivalent business experience required
</li><li>Experience in the employee benefits industry preferred
</li><li>Licensed to sell insurance in the states within assigned territory, license required within 90 days from effective date of hire/promotion
</li><li>Strong growth and sales orientation
</li><li>Develop understanding of the Unum product and service portfolio
</li><li>Proficient in Microsoft Office &ndash; Word, PowerPoint, Excel
</li><li>Strong technical aptitude &ndash; ability to utilize and leverage technology and systems
</li><li>Strong negotiation, persuasion and presentation skills
</li><li>Proven ability to think strategically and act tactically
</li><li>Strong organization skills/ability to manage multiple demands and priorities
</li><li>Excellent problem solving/problem resolution
</li><li>With each customer, projects confidence and enthusiasm about the company
</li><li>Outgoing, excellent communication skills &ndash; both written and verbal
</li><li>Strong business acumen
</li><li>Ability to work/partner with a close team
</li><li>Strong relationship management skills
</li><li>Ability to manage conflicts
</li><li>Results oriented
</li><li>Ability to travel as needed
</li></ul>#LI-FF1
~IN1
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above job description. If salary information is not listed in the job description above, compensation is based solely on commissions.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short &amp; long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum</div>

Client Manager Associate - Philadelphia

SPS Global

Client Services Associate Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who enjoys keeping an office running smoothly, this role is for you. We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors. ⭐ About the Role As a Client Services Associate, you'll be the heartbeat of our workplace experience. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage. This position is ideal for someone who excels in a fast‑paced environment, loves helping others, and takes pride in maintaining a polished, organized workspace. ️ What You'll Do Mailroom Operations Receive, sort, and distribute all inbound mail and packages Process outbound mail, shipments, and tracking documentation Maintain accurate chain‑of‑custody records Notify employees of incoming deliveries and coordinate pickup Warehouse &amp; Logistics Perform shipping and receiving tasks for supplies, materials, and equipment Verify packing slips, inspect shipments, and report discrepancies Organize and maintain warehouse areas for cleanliness and efficiency Load/unload items using proper safety techniques Office Operations Monitor and restock office supplies Ensure printers/MFDs are functional and stocked Keep the Business Service Center neat and organized Submit and follow up on work orders Inventory &amp; Supplies Monitor stock levels of office and warehouse supplies Replenish inventory and support ordering when needed Keep storage areas neat and labeled for easy access Hospitality &amp; Facilities Support Set up meeting and conference rooms Support pantry, barista, or kitchen areas Perform light cleaning and maintenance tasks Assist with internal office moves Reception &amp; Customer Support Provide backup front desk/reception coverage Deliver friendly, professional service to employees and guests Handle sensitive or urgent requests with discretion What You Bring High School Diploma or equivalent 1+ year of experience in customer service, office support, or similar preferred Strong communication and multitasking skills A proactive, solutions‑oriented mindset Comfort learning new systems and processes Professional appearance and demeanor Physical Requirements Ability to lift/move 40&ndash;60 lbs Frequent walking, bending, standing, and light manual activity Ability to operate common office equipment Why You'll Love Working With Us Supportive team culture Opportunities to learn and grow A role with high visibility and daily impact A chance to be the go‑to person who keeps everything running smoothly WHAT WE OFFER Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities! Learning &amp; Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do! We Recognize Talent: We offer a variety of recognition programs for all levels of employees! Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, &amp; Paid Time Off. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence &amp; Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting &quot;Submit Application&quot;, you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Client Service Associate

CAPTRUST

<div>Overview:
<div>
WHO are we looking for?</div><div> 
CAPTRUST is seeking an Institutional Client Management Associate (CMA) 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. 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:</div>
Responsibilities:
<ul><li>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</li><li>
Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations</li><li>
Oversee critical maintenance/organization of system files, records, and assist with new client onboarding</li><li>
Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables</li><li>
Establish and develop relationships with FA service team and internal business partners</li><li>
Assist in quarterly data collection, auditing, and input of system data</li><li>
Perform other duties and special projects independently or with a team as required by Financial Advisor Service Team or the Institutional Client Services department</li></ul>
Qualifications:
<div>
Minimum Qualifications:</div><ul><li>
Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics</li><li>
Strong desire to work in the financial industry</li><li>
Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro</li><li>
1-3 years of industry related experience</li></ul><div>
Desired Qualifications/Skills:</div><ul><li>
Excellent oral and written communications skills</li><li>
Exceptional attention to every detail and a personal ambition to be error-free</li><li>
Extremely organized; enjoys keeping accurate and detailed records</li><li>
Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions</li><li>
High standards of professionalism (dress, manners, conduct, speech)</li><li>
Positive attitude and a team player</li><li>
Self-motivated and able to work well independently AND with others</li><li>
Excellent math skills and the ability to grasp financial/investment concepts</li><li>
Flexible with changes in priorities and able to handle the pressure of short deadlines</li><li>
Strong time-management skills; maintains a personal calendar/task planner system</li></ul><div>
WHAT can you expect from your career at CAPTRUST?</div><div> 
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.</div><div></div><div> 
Our Employee Benefits Package shows how much we value our team. Some benefits include:</div><ul><li>
Company discretionary bonus.</li><li>
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.</li><li>
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.</li><li>
Paid time off (PTO) or Paid Sick Leave (PSL)</li></ul><div>
WHERE will you be working?</div><div></div><div> 
5314 Maryland Way #300 | Brentwood, TN 37027</div><div></div><div> 
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite</div><div></div><div> 
HOW do we build a world class organization one brick at a time?</div><div></div><div> 
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.</div><div></div><div> 
Are you the next brick?</div><div></div><div> 
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:</div><ul><li>
Ability to build successful, collaborative, and trusting relationships</li><li>
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li><li>
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</li><li>
Inherent desire to give back to our communities and enrich the lives of those around us</li><li>
An other-centered mindset</li><li>
Integrity through maintaining objectivity</li></ul><div>
EEO/Diversity Statement:</div><div></div><div> 
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.</div><div></div><div> 
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</div><div></div><div> 
This position will remain open until filled.</div></div><div></div>

Institutional Client Management Associate

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