Client Relationship Associate - Wealth Advisory - Appleton, WI

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:

CLA is looking to hire a Client Relationship Associate to work with our Wealth Advisory Team in the office.

Essential Job Functions:

External Client Service:

• 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

The wage range for this position in Minnesota is: $21.30 – $32.17 per hour.

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

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
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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.