Client Relationship Associate - Wealth Advisory - Denver, CO

CLA (CliftonLarsonAllen); Denver (CO); On-site; USD 51,000 - 99,000; Full time

Job summary

CLA is seeking a Wealth Advisory support professional to be a key member of the Wealth Advisory team in our Denver, CO office. The role provides high-quality client service and collaborates with Wealth Advisors to schedule, prepare for and document client meetings and proposals.

Requirements include a Bachelor's degree and 3+ years of experience in the investment industry. There are no required certifications.

Qualifications

• 3+ years of experience in investment industry.
• Bachelor's degree is required.
• No certifications/licenses required.

Responsibilities

• Collaborate with Wealth Advisors to schedule, prepare for and document client meetings, including proposals.
• Attend client meetings and provide support to Wealth Advisors to ensure exceptional service.
• Input client interactions and tasks into CRM and keep data accurate across wealth systems.
• Support onboarding and account setup, money movement, and trading requests as directed by licensed advisor.

Skills

Investment industry experience

Education

Bachelor's degree

Tools

CRM

Job description

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. Even 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.

About the role:

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.

Essential Job Functions:

• 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

Requirements

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.

Wellness at CLA

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.