Client Relationship Associate Wealth Advisory Irvine, CA

Wealth Advisory Team Member

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 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 : Bachelors 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

• 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

The wage range for this position in California is : $60,000 $100,000.

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. Click here to learn about your hiring rights.

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.