Client Relationship Associate - Wealth Advisory - Denver, CO

CliftonLarsonAllen Wealth Advisors LLC; Denver (CO); On-site; USD 51,100 - 99,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors LLC in Denver, CO is seeking a client-facing professional to be the primary contact for Wealth Advisory clients. You will collaborate with advisors, schedule meetings, prepare proposals, and ensure client data is accurate in the CRM.

Responsibilities include onboarding, account maintenance, money movement and trading requests under licensed guidance. This role emphasizes high-quality service, proactive monitoring of client activity, and supporting special

Qualifications

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

Responsibilities

• Collaborate with primary and secondary advisors to serve clients.
• Support strategies to retain and expand client relationships.
• Provide high‑quality service and resolve client inquiries via calls and emails.
• Schedule, prepare for and document client meetings, including proposals.
• Attend client meetings to support Wealth Advisors.
• Enter client interactions and tasks into CRM; ensure data accuracy.
• Enter service requests in CRM for onboarding, accounts, money movement and trading.
• Perform periodic monitoring of advisory clients as directed by the Primary Advisor.
• Support Wealth Advisory team on special projects.

Skills

Client service

CRM software

Communication

Education

Bachelor's degree

Job description

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.

Essential Job Functions

• 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.

Requirements

• 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

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

Equal Opportunity Employer

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.

Reasonable Accommodation

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 [e-mail].