Client Relationship Associate - Wealth Advisory - Denver

This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients.

• 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, but not limited to onboarding and 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. May include monitoring of cash balances, requirement 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 Denver, CO CLA office.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range. The compensation range for this position in Colorado is: $51,100 - $99,000.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

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.

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential.

At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit

Investment advisory services are offered through Clifton Larson Allen  Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

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