Wealth Advisory Client Services Associate

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

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.