Wealth Advisory Client Relations Specialist

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

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