{"schemaVersion":"jobsearcher.job.v1","id":"a4ef9b6726fc6227986dc43c","url":"https://jobsearcher.com/jobs/a4ef9b6726fc6227986dc43c","canonicalUrl":"https://jobsearcher.com/jobs/a4ef9b6726fc6227986dc43c","title":"Client Management Associate II","description":"Overview:\nWHO are we looking for?\n\nCAPTRUST is seeking an Institutional Client Management Associate II who will support the Service Team to serve 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. This position will support 4 West Coast offices. They include Denver, Sacramento, Phoenix and Bellevue.\nResponsibilities:\nPrimary responsibilities may include the following, among others:\nDeliver exceptional service and become a trusted partner to the Service Teams managing their books of business by ensuring service needs are carried out with the highest level of attention and in a timely manner\nDevelop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations\nOversee critical maintenance/organization of system files, records, and assist with new client onboarding\nAid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables\nEstablish and develop relationships with FA service team and internal business partners\nCoordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client\nAssist in quarterly data collection, auditing, and input of system data\nPerform other duties and special projects independently or with a team as required by the Service Teams or the Institutional Client Services department\nQualifications:\nMinimum Qualifications:\nHigh School Diploma or GED\n1-2 years of industry related experience\nTechnical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, and Adobe\nDesired Qualifications/Skills:\nExcellent oral and written communications skills\nExceptional attention to every detail and a personal ambition to be error-free\nExtremely organized; enjoys keeping accurate and detailed records\nStrong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions\nHigh standards of professionalism (dress, manners, conduct, speech)\nPositive attitude and a team player\nSelf-motivated and able to work well independently AND with other\nExcellent math skills and the ability to grasp financial/investment concepts\nFlexible with changes in priorities and able to handle the pressure of short deadlines\nWHAT can you expect from your career at CAPTRUST?\n\nOur 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.\n\nOur Employee Benefits Package shows how much we value our team. Some benefits include:\nCompany discretionary bonus.\nHealth, 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.\nCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.\nPaid time off (PTO) or Paid Sick Leave (PSL)\nCompensation range (depending on location and experience): $65,000.00 - $72,000.00\nWHERE will you be working?\n\n6465 Greenwood Plaza Blvd #350 | Greenwood Village, CO 80111\n\nDue to the nature of the role, this is not a remote or work from home position. #LI-Onsite\n\nHOW do we build a world class organization one brick at a time?\n\nWe 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.\n\nAre you the next brick?\n\nTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:\nAbility to build successful, collaborative, and trusting relationships\nInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information\nA 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\nInherent desire to give back to our communities and enrich the lives of those around us\nAn other-centered mindset\nIntegrity through maintaining objectivity\nEEO/Diversity Statement:\n\nAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.\n\nIt 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 #associate\n\nThis position will remain open until filled.","company":"Captrust","rawCompany":"captrust","city":"Centennial","state":"CO","isRemote":false,"isActive":false,"createdAt":"2026-08-03T22:20:29.416Z","occupations":[{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"43-6014.00","title":"Secretaries and Administrative Assistants, Except Legal, Medical, and Executive","slug":"secretaries-and-administrative-assistants-except-legal-medical-and-executive"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"}],"industries":[{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Management Associate II","description":"Overview:\nWHO are we looking for?\n\nCAPTRUST is seeking an Institutional Client Management Associate II who will support the Service Team to serve 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. This position will support 4 West Coast offices. They include Denver, Sacramento, Phoenix and Bellevue.\nResponsibilities:\nPrimary responsibilities may include the following, among others:\nDeliver exceptional service and become a trusted partner to the Service Teams managing their books of business by ensuring service needs are carried out with the highest level of attention and in a timely manner\nDevelop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations\nOversee critical maintenance/organization of system files, records, and assist with new client onboarding\nAid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables\nEstablish and develop relationships with FA service team and internal business partners\nCoordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client\nAssist in quarterly data collection, auditing, and input of system data\nPerform other duties and special projects independently or with a team as required by the Service Teams or the Institutional Client Services department\nQualifications:\nMinimum Qualifications:\nHigh School Diploma or GED\n1-2 years of industry related experience\nTechnical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, and Adobe\nDesired Qualifications/Skills:\nExcellent oral and written communications skills\nExceptional attention to every detail and a personal ambition to be error-free\nExtremely organized; enjoys keeping accurate and detailed records\nStrong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions\nHigh standards of professionalism (dress, manners, conduct, speech)\nPositive attitude and a team player\nSelf-motivated and able to work well independently AND with other\nExcellent math skills and the ability to grasp financial/investment concepts\nFlexible with changes in priorities and able to handle the pressure of short deadlines\nWHAT can you expect from your career at CAPTRUST?\n\nOur 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.\n\nOur Employee Benefits Package shows how much we value our team. Some benefits include:\nCompany discretionary bonus.\nHealth, 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.\nCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.\nPaid time off (PTO) or Paid Sick Leave (PSL)\nCompensation range (depending on location and experience): $65,000.00 - $72,000.00\nWHERE will you be working?\n\n6465 Greenwood Plaza Blvd #350 | Greenwood Village, CO 80111\n\nDue to the nature of the role, this is not a remote or work from home position. #LI-Onsite\n\nHOW do we build a world class organization one brick at a time?\n\nWe 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.\n\nAre you the next brick?\n\nTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:\nAbility to build successful, collaborative, and trusting relationships\nInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information\nA 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\nInherent desire to give back to our communities and enrich the lives of those around us\nAn other-centered mindset\nIntegrity through maintaining objectivity\nEEO/Diversity Statement:\n\nAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.\n\nIt 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 #associate\n\nThis position will remain open until filled.","datePosted":"2026-08-03T22:20:29.416Z","dateModified":"2026-08-03T22:20:29.416Z","hiringOrganization":{"@type":"Organization","name":"Captrust","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Centennial","addressRegion":"CO","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"a4ef9b6726fc6227986dc43c"},"url":"https://jobsearcher.com/jobs/a4ef9b6726fc6227986dc43c"}}