Alexander L. Thompson
Client Management Consultant | Wealth Client Service at CAPTRUST
- Role
- Client Management Consultant at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Alexander L. Thompson
My name is Alex Thompson, and I am a Client Management Consultant working with high-net-worth/ultra-high-net-worth individuals and families at CAPTRUST. I am passionate about service and being a light for others. Working alongside our financial advisors, my mission is to provide service beyond expectation to our clients. Since 2021, I have been supporting families through the highs and lows of life - providing a source of consistency and stability in their financial endeavors.I was born and raised in North Carolina, and currently live in Raleigh, NC with my wife Sallie and our son George. We enjoy spending time with friends and family, walking our golden retriever named Woody, and cheering on our North Carolina Tar Heels.
Experience
Client Management Consultant
Jan 2024 — Present · Raleigh, NC, US
Building relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service• Servicing existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests)• Preparing and provides documentation and materials required for client calls and visits• Participating in investment reviews and annual reviews• Onboarding new client relationships through correspondence, reports, new account paperwork, and advisory agreements• Organizing and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
Education
Furman University
Bachelor’s Degree
2013 — 2017
Durham Academy
High School
2009 — 2013
Skills
- Customer Service
- Public Speaking
- Microsoft Excel
- Powerpoint
- Time Management
- Organizational Leadership
- Bloomberg Terminal
- Teamwork
- Social Media
- Customer Relations
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