CliftonLarsonAllen
divh2Wealth Advisory Client Support Specialist/h2pCLA 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./ppCLA 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./ph3About The Role/h3pThis 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./ph3Essential Job Functions/h3pRequires close collaboration with primary and secondary (when applicable) advisors responsible for serving clients./ppSupport strategies to retain and expand current client relationships./ppProvide high-quality customer service and resolutions to clients, including handling of inbound calls and emails./ppCollaborate with the Wealth Advisory team to help schedule, prepare for and document client meetings, including proposals./ppAttend client meetings and provide support to Wealth Advisors to ensure that clients receive exceptional service./ppInput client interactions and tasks into CRM/ppEnsure client data is complete, accurate and up to date across all wealth systems/ppEnter 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)/ppPerform periodic monitoring of advisory team clients as directed by Primary Advisor. May include monitoring of cash balances, requirement minimum distributions, capital calls, annual disclosures./ppProvide support to Wealth Advisory team on special projects/ph3Requirements/h3pstrongExperience/strong/pp3+ years of experience in investment industry preferred/ppstrongEducation/strong/ppBachelors degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree./ppstrongCertifications / Licenses/strong/ppNone required./ppThis job is working in our CLA office./ph3Our Perks/h3ulliFlexible PTO (designed to offer flexible time away for you!)/liliUp to 12 weeks paid parental leave/liliPaid Volunteer Time Off/liliMental health coverage/liliQuarterly Wellness stipend/liliFertility benefits/liliComplete list of benefits here/li/ulpEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities/ppWellness at CLA/ppTo 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./ppTo view a complete list of benefits click here./p/div