Client Relationship Associate – Wealth Advisory – St. Louis

CLA (CliftonLarsonAllen) • St. Louis, MO

118d

About The Position

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.

Requirements

• 3+ years of experience in investment industry preferred.
• Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• No certifications or licenses required.

Responsibilities

• 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 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.
• Provide support to Wealth Advisory team on special projects.

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: Mid Level
• Education Level: Bachelor's degree