The role serves as a primary point of contact for clients by managing inquiries through email and telephone while acting as a liaison between the practice and centralized operations
Job Summary
The role serves as a primary point of contact for clients by managing inquiries through email and telephone while acting as a liaison between the practice and centralized operations.
Employees are offered a competitive salary with an individual annual performance bonus, a company profitability bonus, and a retirement plan where Capital contributes 15% of eligible earnings.
The position requires executing business operations practices that drive efficiency and achieving practice sales and client retention goals through data analysis and relationship building.
Matching Summary
The role serves as a primary point of contact for clients by managing inquiries through email and telephone while acting as a liaison between the practice and centralized operations.
Salary
Base: $88,080-$140,928; Bonus: Individual annual performance bonus plus Capital's annual profitability bonus; Benefits: Company-funded retirement contribution of 15% plus health benefits and time-away
Skills & Requirements
Must-have
Bachelor's degree required
Client inquiry resolution via email and phone
Investment results and fee research
Calendar and meeting coordination
Practice sales and retention goals
Nice-to-have
Strong analytical skills for moderate complexity
Ability to influence internal and external contacts