CLA (CliftonLarsonAllen)
Client Relationship Associate - Wealth Advisory - Minneapolis
CLA (CliftonLarsonAllen), Minneapolis, Minnesota, United States, 55400
Client Relationship Associate - Wealth Advisory - Minneapolis
CLA (CliftonLarsonAllen) is seeking a Client Relationship Associate in Wealth Advisory in Minneapolis. This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors. Responsibilities
Collaborate with primary and secondary 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 inbound calls and emails. Collaborate with the Wealth Advisory team to schedule, prepare for and document client meetings, including proposals. Attend client meetings and provide support to Wealth Advisors to ensure exceptional service. Input client interactions and tasks into CRM; ensure client data is complete and up to date across wealth systems. Enter service requests in CRM to support onboarding, account setup, maintenance, money movement and trading requests (as directed by licensed advisor). Perform periodic monitoring of advisory team clients as directed by Primary Advisor (e.g., cash balances, distributions, capital calls, disclosures). Provide support on special projects. Qualifications
Experience: 3+ years in the 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. Compensation and Perks
Wage range: $54,000 – $88,000 in Minnesota. Factors such as geography, experience, education, skills, and knowledge may impact pay within the range. Flexible PTO Up to 12 weeks paid parental leave Paid volunteer time off Mental health coverage Quarterly Wellness stipend Fertility benefits Employment Type
Full-time Seniority level
Mid-Senior level Job function
Finance and Sales Industries
Accounting
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CLA (CliftonLarsonAllen) is seeking a Client Relationship Associate in Wealth Advisory in Minneapolis. This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors. Responsibilities
Collaborate with primary and secondary 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 inbound calls and emails. Collaborate with the Wealth Advisory team to schedule, prepare for and document client meetings, including proposals. Attend client meetings and provide support to Wealth Advisors to ensure exceptional service. Input client interactions and tasks into CRM; ensure client data is complete and up to date across wealth systems. Enter service requests in CRM to support onboarding, account setup, maintenance, money movement and trading requests (as directed by licensed advisor). Perform periodic monitoring of advisory team clients as directed by Primary Advisor (e.g., cash balances, distributions, capital calls, disclosures). Provide support on special projects. Qualifications
Experience: 3+ years in the 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. Compensation and Perks
Wage range: $54,000 – $88,000 in Minnesota. Factors such as geography, experience, education, skills, and knowledge may impact pay within the range. Flexible PTO Up to 12 weeks paid parental leave Paid volunteer time off Mental health coverage Quarterly Wellness stipend Fertility benefits Employment Type
Full-time Seniority level
Mid-Senior level Job function
Finance and Sales Industries
Accounting
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