CLA (CliftonLarsonAllen)
Client Relationship Associate - Wealth Advisory - Appleton, WI
Job Posted 13 Days Ago
Be an Early Applicant
The Client Relationship Associate will manage client service tasks, prepare account paperwork, resolve client inquiries, and support Wealth Advisors.
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:
CLA is looking to hire a Client Relationship Associate to work with our Wealth Advisory Team in the office.
Essential Job Functions:
External Client Service:
- Prepare & process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).
- Manage and resolve routine client questions and service requests.
- Receive and process client money movements (check blotter, deposits, withdrawals, etc.).
- Add new features to existing accounts.
- Conduct Inspira transfer forms for capital calls as needed/required.
- Complete Wealth Advisory mail processing.
- Demonstrate proactive ownership of all other client service tasks.
Internal Client Service:
- Ensure client paperwork is in good order and work with operations to timely correct any not in good order paperwork.
- Work with the Wealth Advisors to support the internal operational needs of advisory and financial planning.
- Track account transfers and provide updates to relevant parties.
- Keep accurate and up to date notes on active tasks.
- Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.
- Work with custodians to get any requested features set up.
- Complete Laserfiche filing of client service documents as required.
- Act as Peer Advisors for new CSC team members.
Requirements:
Experience:
2 years of professional services experience required
Our Perks:
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits here
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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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.
To view a complete list of benefits click here.
Top Skills
Charles Schwab
Laserfiche
Wealth Advisory
CLA (CliftonLarsonAllen) Glendora, California, USA Office
2210 Historic Route 66, Glendora, California, United States, 91740
CLA (CliftonLarsonAllen) Irvine, California, USA Office
2875 Michelle Dr, Irvine, California, United States, 92606
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