Client Relationship Associate - Wealth Advisory - Bellevue, WA
CliftonLarsonAllen, Bellevue, WA, United States
Wealth Advisory Client Support Specialist
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 Bellevue, Washington CLA office. 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 Our Approach to Compensation
We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range. The compensation range for this position in Washington is: $55,000-$103,000. 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. Start Your Inspired Career
When you join CLA, you'll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. CLA is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
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 Bellevue, Washington CLA office. 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 Our Approach to Compensation
We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range. The compensation range for this position in Washington is: $55,000-$103,000. 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. Start Your Inspired Career
When you join CLA, you'll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. CLA is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.