layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Wealth Relationship Manager Associate
CAPTRUST
Phoenix, Arizona
Source: CAPTRUST careers · View original posting
Employer job description
From CAPTRUST's posting. “We” and “our” refer to the employer.
Overview
WHO are we looking for?
A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients. Within our team structure, the Associate’s primary responsibility is to prepare financial analysis, modeling, and client materials under the guidance of senior professionals, participate in client meetings, and complete follow-up work. Primary responsibilities may include the following:
Responsibilities
- Build relationships with clients, advisors, planning and investment solutions teams
- Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client
- Prepare documentation and materials required for client meetings, including customized reports to illustrate both simple to complex investment/planning issues