Client Relationship Associate - Wealth Advisory - Appleton, WI

Overview

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors.

• Serve as a point of contact for Wealth Advisory clients and provide high-quality support while collaborating with Wealth Advisors.
• Support strategies to retain and expand current client relationships.
• Provide high-quality customer service and resolutions to clients, including handling of inbound calls and emails.
• Collaborate with the Wealth Advisory team to schedule, prepare for, and document client meetings, including proposals.
• Attend client meetings and provide support to Wealth Advisors to ensure that clients receive exceptional service.
• Input client interactions and tasks into CRM.
• Ensure client data is complete, accurate, and up to date across all wealth systems.
• Enter service requests in CRM to support onboarding and account setup, account maintenance, money movement, and trading requests (at the direction of licensed advisor).
• Perform periodic monitoring of advisory team clients as directed by the Primary Advisor, including monitoring cash balances, withdrawal/distribution requirements, capital calls, and annual disclosures.
• Provide support to the Wealth Advisory team on special projects.

• Experience:
  
  3+ years of experience in the investment industry preferred.
• Education:
  
  Bachelor’s degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Certifications / Licenses:
  None required.

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits .