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:
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.
Essential Job Functions:
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
Requirements
Experience
3+ years of experience in 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.
This job is working in our CLA office.
Our Perks:
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
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.
cliftonlarsonallen