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 Appleton, Wisconsin Wealth Advisory Team.
Essential Job Functions:
- 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.
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
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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.
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What We Do
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.
