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CLA (CliftonLarsonAllen) · 1 day ago

Client Relationship Associate

Cedar Rapids, IA

Full-time

Onsite

Mid Level

3+ years exp

CLA (CliftonLarsonAllen) is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities. The Client Relationship Associate plays a vital role in the Wealth Advisory team by providing high-quality support to clients and collaborating with Wealth Advisors to enhance client relationships.

AccountingConsultingOutsourcing

Growth Opportunities

Responsibilities

Requires close collaboration with primary and secondary (when applicable) 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 of inbound calls and emails

Collaborate with the Wealth Advisory team to help schedule, prepare for and document client meetings, including proposals

Attend client meetings and provide support to Wealth Advisors to ensure that clients receive exceptional service

Input client interactions and tasks into CRM

Ensure client data is complete, accurate and up to date across all wealth systems

Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor)

Perform periodic monitoring of advisory team clients as directed by Primary Advisor. May include monitoring of cash balances, requirement minimum distributions, capital calls, annual disclosures

Provide support to Wealth Advisory team on special projects

Qualification

Client relationship managementWealth advisory supportCRM proficiencyInvestment industry experienceCustomer service skills

Required

3+ years of experience in investment industry preferred

Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree

None required

Benefits

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

Health, dental, vision, 401k and much more

Company

CLA (CliftonLarsonAllen)

Glassdoor3.9

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.

Founded in 1960

Minneapolis, Minnesota, USA

5001-10000 employees