The Front Office Admin and Client Experience Specialist will be essential to providing a world-class client experience. You will work directly with colleagues, clients, prospective clients, and vendors. The successful person in this role will enjoy working with internal and external clients and understand that their needs are a top priority.
Overview
Description
Front Office Admin
- Greet clients and other visitors warmly, ensuring a positive experience visiting Caprock.
- Manage phone calls, correspondence, and various administrative tasks such as redirecting calls, scheduling meetings, and client correspondence.
- Assist with client visits to ensure meetings, lunches, and activities run efficiently.
- Assist in vendor relationship management.
- Manage office operations by overseeing the timely ordering of supplies and ensure office space is maintained and organized.
- Maintain kitchen and breakroom ordering supplies as needed.
Client Experience
- Provide administrative support to Client Advisors and Associates;
- Collect and organize tax documents and send to client CPAs;
- Interact directly with various financial custodians;
- Compile various account opening and maintenance forms;
- Collaborate with the Client Experience Team to ensure the client’s needs are met;
- New brokerage account openings and transfers;
- Investment manager account documentation preparation and processing;
- Comply with confidentiality and compliance policies;
- Perform other duties as needed.
Skills & Qualifications
- High School Diploma required;
- Experience in client management or client service in an office environment preferred;
- Strong written and oral communication skills;
- Excellent time management and problem-solving skills;
- Working knowledge of Microsoft Office Suite.
What We Provide
Caprock is committed to investing in its people and the communities we serve.
- Competitive base salary and bonus structure
- Contribute to employee 401(k) plans
- Employer paid premiums for health/dental/vision
- Paid parking and phone reimbursement
- Ten paid holidays
- Very flexible Paid Time Off
- And more…
Caprock is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, genetics, disability, age, or veteran status.
Caprock is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetics, disability, age, or veteran status.
Career Application
About
Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients. Founded in 2005, Caprock acts as a full-service outsourced chief investment officer and chief financial officer for 400 wealthy families with a total of more than $13 billion in assets under advisement. The firm is privately held with locations in Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Winter Park, Morristown, and Denver.
Caprock’s clients benefit from the firm’s endowment-like investment approach. The firm has expertise and access to private markets, where it manages more than $4 billion in investments, including private equity, venture capital, real estate, and private credit. Caprock also has expertise and is an industry thought leader in impact investing. The firm is an SEC-registered investment advisor and a founding B-Corporation. Caprock has received recognition as a top advisory firm in its category from Barrons, Financial Advisor Magazine, USA Today, and others.