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Client Relationship Associate - Wealth Advisory - Appleton, WI

Client Relationship Associate - Wealth Advisory - Appleton, WI

CliftonLarsonAllenAppleton, WI, US
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Client Relationship Associate

CLA is looking to hire a Client Relationship Associate to work with our Appleton, Wisconsin Wealth Advisory Team.

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.

Essential Job Functions :

  • Prepare & process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).
  • Manage and resolve routine client questions and service requests.
  • Receive and process client money movements (check blotter, deposits, withdrawals, etc.).
  • Add new features to existing accounts.
  • Conduct Inspira transfer forms for capital calls as needed / required.
  • Complete Wealth Advisory mail processing.
  • Demonstrate proactive ownership of all other client service tasks.

Internal Client Service :

  • Ensure client paperwork is in good order and work with operations to timely correct any not in good order paperwork.
  • Work with the Wealth Advisors to support the internal operational needs of advisory and financial planning.
  • Track account transfers and provide updates to relevant parties.
  • Keep accurate and up to date notes on active tasks.
  • Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.
  • Work with custodians to get any requested features set up.
  • Complete Laserfiche filing of client service documents as required.
  • Act as Peer Advisors for new CSC team members.

    • Requirements : Experience :

    2 years of professional services experience required

    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

    • 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.

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    Client Relationship Associate • Appleton, WI, US