Open To Work
Rachel Meeker
CAPTRUST
White House,TN
Work Preference
Job Search Status:
Open to work
Desired start date:
Flexible
Desired Job Title
Senior Client Management ConsultantRegistered Client Service Associate
Work Type
Full Time
Location Preference
Hybrid
Location:
White House, TN
Open to relocation:
Yes
Important To Me
Work from home optionPaid time offHealthcare benefits401k matchCompany CultureWork-life balance
2
Certification
8
Years of experience
Dynamic professional with a strong background in client relationship management and data analysis. Skilled in problem-solving and project management, contributing to strategic decision-making and process improvements that drive client satisfaction and operational success.
Work History
Senior Client Management Consultant
5 Years 3 Months- Provide operational support to multiple Financial Advisors to ensure client accounts and relationships are maintained and in good order
- Analyze client data to identify trends and insights for strategic decision-making
- Onboard new clients, including the internal setup within CRM, building Investment Advisory Agreement, and ensuring all necessary disclosures and custodian documents are provided.
- Collaborate with Advisors to determine the best strategy for accomplishing account goals
- Partner with Charles Schwab and Fidelity Investments in maintaining client accounts
- Manage cash balances in client accounts to ensure cash reserves are in place, recurring money movements are successful, and advisory fees are funded.
- Facilitate regular meetings with client support team to review successes, pain points, new processes, and goals.
- Collaborate with cross-functional teams to streamline processes and enhance operational efficiency.
- Developed comprehensive reports detailing project progress and recommendations for client improvement initiatives.
- Conducted and developed live training program for new colleagues
- Presented new processes and initiatives department-wide
- Worked on an internal Help Desk offering guidance and support to colleagues on various systems and processes, specializing in CRM, Custodians (Schwab and Fidelity), and Held Away accounts.
Registered Client Service Associate
3 Years- Developed and maintained strong client relationships through proactive communication and support.
- Coordinated investment portfolio reviews with advisor to ensure alignment with investment goals.
- Managed client inquiries and provided comprehensive support to enhance customer satisfaction.
- Processed trade requests, initiated asset movements, and documented client interactions.
- Prepared and delivered performance reports and various content to clients
- Organized client meetings and assisted advisor with creating and maintaining a service schedule.
Education
Bachelor of Arts - Professional Writing
- cum laude graduate
- Extracurricular Activities: served as Copy Editor for the university's literary journal, Metonym
Skills
Teamwork and collaboration
Project management
Problem-solving
Communication
Data analytics
Strategy development
Client relationship management
Certification
- Series 7
- Series 66
Timeline
Senior Client Management Consultant
CAPTRUST
03.2021 - CurrentRead More
Registered Client Service Associate
Pacific Investment Consultants
03.2018 - 03.2021Read More
William Jessup University
Bachelor of Arts from Professional Writing
Read More