layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Wealth Client Management Consultant at CAPTRUST | LAYIQ

Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
Completion of a four-year college degree from an accredited college or equivalent work experience
Desired Qualifications/Skills: Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
Ability to navigate spreadsheets
Excellent math skills and the ability to quickly grasp financial and investment concepts
Positive attitude and a team player
Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
Analytical thinker and problem solver
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 and notable attention to detail
Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
Exceptional written and verbal communication skill
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?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
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
This position will remain open until filled.

Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
Completion of a four-year college degree from an accredited college or equivalent work experience
Desired Qualifications/Skills: Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
Ability to navigate spreadsheets
Excellent math skills and the ability to quickly grasp financial and investment concepts
Positive attitude and a team player
Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
Analytical thinker and problem solver
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 and notable attention to detail
Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
Exceptional written and verbal communication skill
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?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
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
This position will remain open until filled.

Wealth Client Management Consultant

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