Client Relationship Associate

Overview

Join to apply for the Client Relationship Associate role at CLA (Clifton Larson Allen ).

CLA is a top 10 national professional services firm with a purpose to create opportunities every day for clients, our people, and communities through wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA emphasizes building a culture that values diverse beliefs and perspectives.

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.

• Requires close collaboration with primary and secondary (when applicable) advisors responsible for serving clients.
• 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 help 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 all facets of a client relationship, including 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 Primary Advisor. May include monitoring of cash balances, required minimum distributions, capital calls, annual disclosures.
• Provide support to Wealth Advisory team on special projects.

• Experience — 3+ years of experience in 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.
• This job is working in our CLA office.

• 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.  to learn about your hiring rights.

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 .

• Mid-Senior level

• Full-time

• Finance and Sales
• Industries:
  Accounting

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