Client Relationship Associate - Wealth Advisory - Denver

Job Overview

This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients in the Denver, CO CLA office.

• Requires close collaboration with primary and secondary 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 schedule, prepare for and document client meetings, including proposals.
• Attend client meetings and provide support to Wealth Advisors to ensure 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, account set up, 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 (e.g., monitoring cash balances, required minimum distributions, capital calls, annual disclosures).
• Provide support to Wealth Advisory team on special projects.

• 3+ years of experience in the investment industry preferred.
• Bachelor's degree required; combination of relevant experience, education and training may be accepted in lieu of a degree.
• No certifications or licenses required.

Compensation range for this position in Colorado is $51,100 - $99,000. Starting pay is based on geography, experience, education, skills and knowledge.

CLA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact myp