Client Relationship Associate - Wealth Advisory - Denver, CO

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 (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, 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

• 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.
• Certifications / Licenses: None required.

This job is working in our Denver, CO CLA office.

Pay

The compensation range for this position in Colorado is: $51,100 - $99,000.

Benefits

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.