Associate, Business Development

Summary

Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to our clients. As one of the leading organic growth firms in the country, Gratus has been named the No. 4 RIA firm in the U.S. and No. 1 in the Southeast by Forbes and Shook Research on the list of the Top 100 RIA Firms.

The Business Development Associate plays a crucial role by providing administrative support to the Business Development team furthering Gratus’ dedication to delivering an outstanding client experience and helping to drive growth and success for the firm within both Charles Schwab and Fidelity Investments’ referral network programs.

Overall Responsibilities

• Engage with Schwab and Fidelity Financial Consultants (FCs) as well as the end-clients through outreach, communication, scheduling, and maintaining continuous phone and email correspondence
• Collect and consolidate end-client data to facilitate the complete client onboarding process
• Utilize Salesforce and other Gratus technologies for all data entry and internal workflow: pipeline & task management, onboarding, and ongoing client communications.
• Serve as the central point of contact for Client Service Managers to improve the client handoff process to their dedicated advisor team.
  
  

Qualifications

• Minimum 2 years administrative work experience (including internships); financial services experience is a plus
• Associate or bachelor’s degree required.
• Proficiency in Microsoft Suite
• Experience with CRM system; Salesforce preferred
• Strong attention to detail, communication, problem-solving, and analytical skills
• Excellent written and verbal communication skills
• Ability to multi-task under pressure, work independently, and work in a team environment
• Self-starter, energetic, and assertive.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm
  
  

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