Client Relationship Associate - Wealth Advisory - Appleton, WI

Clifton Larson Allen • Appleton, WI

108d

About The Position

CLA is looking to hire a Client Relationship Associate to work with our Appleton, Wisconsin Wealth Advisory Team. The role involves both external and internal client service functions to ensure a high level of client satisfaction and operational efficiency.

Requirements

• 2 years of professional services experience required.

Responsibilities

• 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.
• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services