Client Relationship Associate - Wealth Advisory - Brainerd, MN
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:
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
Experience
3+ years of experience in investment industry preferred
Education
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 CLA office.
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: $54,000 – $88,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
#LI-MU1
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.
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Lead client relationships and business development for CLA's CAAS practice in Southern California, delivering customized accounting solutions and driving revenue growth.
Markel is hiring a Hybrid Associate / Account Specialist in Scottsdale to support Primary Casualty underwriting by analyzing exposures, underwriting renewals and new business, and ensuring accurate account documentation.
Hire for a remote-based VIP Host focused on cultivating high-value Casino player relationships in the Pittsburgh area to drive engagement, revenue, and long-term loyalty for DraftKings.
Lead and grow strategic relationships with large financial clients, aligning Fiserv solutions to client goals to drive satisfaction, retention, and revenue growth.
ICF is hiring an Account Manager to grow HVAC midstream participation by building distributor and contractor relationships, managing project pipelines, and supporting program operations across northeastern Indiana.
Experienced account leader needed to manage and grow strategic key accounts for Continental's Tires business, overseeing sales, pricing, forecasting and cross-functional execution.
ONEOK seeks an experienced Account Director to lead crude oil supply, transportation, storage and sales efforts in support of its Delaware Basin operations.
Experienced rail industry sales professional sought to own regional transit service accounts, grow aftermarket parts and service revenues, and deepen customer relationships across the Western US.
HUB International is hiring an Administrative Assistant in Billings to provide friendly front-desk reception, clerical support, and administrative assistance to account management teams.
Lead strategic post-sales initiatives at ServiceNow as a Principal Customer Success Executive, partnering with C-level clients to drive enterprise-scale digital transformation and maximize long-term value.
Cretex is seeking an Associate Account Manager in Elk River to support strategic accounts by managing customer relationships, assisting sales execution, and identifying growth opportunities.
Customer Success Manager for Salesforce Signature in Public Sector — a named partner responsible for driving customer outcomes, technical orchestration, and renewal/growth for federal civilian customers.
Raymond James seeks a detail-oriented Registered Client Service Associate in Fort Worth to support advisors and deliver high-touch client service across phone, virtual, and in-person channels.
Lead adoption and expansion of Juicebox’s AI Agents as the Customer Success Manager, owning onboarding, retention, and revenue-driven customer outcomes.
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
