Wealth Operations Associate II

WHO are we looking for? CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Fidelity, and Pershing Advisor Solutions). 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 Friday from 8:30 a.m. to 5:30 p.m.Responsibilities:Deliver exceptional, proactive service and become a trusted partner to internal teams and custodians primarily in onboarding client investment accountsReview and process both internal and custodian documentation related to new account setup for accuracy, completeness, and alignment with custodial requirements and contractual agreementsIdentify and resolve common NIGO (Not In Good Order) issues to prevent processing delaysComplete all duties within required timeframes with the highest attention to detail and accuracyEscalate issues or challenges prior to a missed deadlineTake full ownership of all tasks/assignments until completion, including resolution of any issues that may ariseBuild strong relationships with internal colleagues from various offices and our custodian partnersSeek and apply coaching and feedbackPerform other duties and special projects independently or with a team as required by the Wealth Operations or Wealth Client Service departments, including firm-wide initiatives Minimum Qualifications:Completion of a four-year college degree or equivalent experience in the following areas (but not limited to): Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or Economics, or equivalent years of experience2-3 years’ experience working in operations, back office, or client service within the financial services industryUnderstanding the general purpose and types of common investment accountsWorking knowledge of custodian paperwork and investment advisory contractsTechnical proficiency in navigating CRM system and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) Desired Qualifications/Skills:Demonstrates understanding of operational workflows and the downstream impacts of actions on account processing, client experience, and internal teamsOrganizational and prioritization skills; ability to manage time-sensitive tasks simultaneouslyFlexibility to handle changing priorities, pressure, and short deadlinesProactive in task follow-up, stays ahead of deadlines, excellent time-management skillsDemonstrates ability to efficiently manage assigned work using task and case queues in CRM systemPositive attitude and a team playerAbility to quickly learn new technology, systems, and processesSelf-motivated; ability to work well independently and with othersAnalytical thinker and problem solverExperience inputting or processing data in various systems with the ability to quickly grasp financial and investment conceptsEnergized by change and ability to think "outside the box" regarding process improvementA high standard of professionalismExceptional written and verbal communication skillsNotable attention to detailAbility to navigate spreadsheets using formulasWHAT 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:Company discretionary bonusHealth, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan termsCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.Paid time off (PTO) or Paid Sick Leave (PSL)WHERE will you be working?2375 E Camelback Rd # 700 | Phoenix, AZ 85016Due 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 relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/Diversity StatementAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.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. #associateThis position will remain open until filled.