Client Relationship Associate - Wealth Advisory - Denver, CO

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

Benefits offered by this job

Wellness at CLA

Health & 401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO is seeking an experienced team member to support Wealth Advisory clients. You will act as a primary contact, coordinate meetings, prepare proposals, and ensure accurate CRM data across client relationships.

Responsibilities include scheduling, onboarding support, account maintenance, and money movement requests under the direction of licensed advisors, with a focus on delivering exceptional service.

Qualifications

• 3+ years of experience in the investment industry preferred.
• Bachelor's degree required; combination of experience may be accepted.
• Certifications/licenses none required.

Responsibilities

• Serve as a point of contact for Wealth Advisory clients.
• Collaborate with advisors to serve clients and schedule/prepare meetings.
• Provide high-quality service, handling inbound calls and emails.
• Document client interactions and tasks in CRM; ensure data is up to date.
• Assist with onboarding, account setup, maintenance, and money movements as directed.

Skills

CRM experience

Client service

Meeting coordination

Team collaboration

Education

Bachelor's degree

Tools

CRM

Job description

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.

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.

Compensation

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

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.

Start Your Inspired Career

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.

About 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 CLAconnect.com.

Investment Advisory Services

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

Wellness at CLA (continued)

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 [e-mail].