Client Relationship Leader, CAAS Growth

CliftonLarsonAllen Wealth Advisors, LLC; Seattle (WA); Hybrid; USD 173,000 - 291,000; Full time

Benefits offered by this job

Flexible PTO

Paid parental leave

Volunteer time off

Mental health coverage

Fertility benefits

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Seattle is seeking a Client Relationship Leader to expand CAAS engagements with public, private, and nonprofit clients. You will lead strategic relationships, collaborate with the Outsourcing Client Service Team, and drive service offerings across the practice.

The role requires a business owner mindset, 10+ years of experience, a bachelor's in accounting/finance/business, and the ability to win new business while delivering high-quality client service.

Qualifications

• Bachelor's degree in accounting, finance, business, or related field required.
• A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.
• Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.

Responsibilities

• Expand existing client relationships and develop new relationships in the community.
• Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.
• Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.

Skills

Relationship building

Business development

Client services delivery

Interpersonal skills

Education

Bachelor's degree in accounting/finance/business

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Seattle is seeking a Client Relationship Leader to expand CAAS engagements with public, private, and nonprofit clients. You will lead strategic relationships, collaborate with the Outsourcing Client Service Team, and drive service offerings across the practice.

The role requires a business owner mindset, 10+ years of experience, a bachelor's in accounting/finance/business, and the ability to win new business while delivering high-quality client service.