WHO are we looking for?

A highly skilled and motivated Client Relationship Manager to establish and maintain long-term relationships with our valued clients. As the primary point of contact, you will be responsible for ensuring our clients are satisfied with our services and for identifying opportunities to grow our business. The ideal candidate will possess excellent communication and problem-solving skills with a proven track record of meeting and exceeding targets.

• Develop and maintain strong relationships with key employees and assigned clients
• Identify and address clients’ business needs and provide advice on creating efficient processes
• Schedule and conduct regular meetings with clients to ensure satisfaction and address any concerns
• Act as the point of contact for client complaints and escalate issues as needed
• Collaborate with the sales team to cross-sell services and products
• Ensure both the company and clients adhere to the service agreement
• Conduct market research to study competition and identify new ways to retain clients
• Update and confirm data into the firms CRM system
• Work collaboratively with internal teams, including sales, underwriting and senior management, to address clients’ needs and drive business growth

Minimum Qualifications:

• 3+ years of experience as a Client Relations Manager or Relationship Manager
• Background in client service, with industry knowledge a plus
• Experience tracking relevant KPIs (e.g., client satisfaction)
• Bachelor's in business administration, Marketing, or a related field

Desired Qualifications/Skills:

• Proficiency in MS Office, with working knowledge of CRM platforms such as SmartOffice
• Excellent communication and negotiation skills, with a client-oriented attitude
• Strong problem-solving aptitude and ability to work well with a team.
• High level of organization and attention to detail
• Ability to prioritize tasks and to manage multiple reporting relationships

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 place 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.

• Company discretionary bonus
• 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
• Company-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?

5005 LBJ Freeway #1313 | Dallas, TX 75244

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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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.

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. #associate

This position will remain open until filled.