Client Relationship Associate - Wealth Advisory - Appleton, WI
CliftonLarsonAllen LLP(5 months ago)
About this role
The role is an integral member of the Wealth Advisory team at CLA, providing high-quality support to Wealth Advisory clients while collaborating closely with Wealth Advisors. The position involves ensuring client satisfaction through exceptional service and accurate data management across various systems.
Required Skills
- Client Support
- Wealth Management
- Data Management
- Customer Service
Qualifications
- Bachelor's Degree
About CliftonLarsonAllen LLP
claconnect.comOne North is a technology-focused company that offers innovative solutions and services, primarily targeted at enhancing operational efficiency for businesses. Their expertise lies in providing tailored digital transformation strategies, data management, and analytics services. With a strong commitment to leveraging modern technology, One North empowers organizations to navigate their growth and innovation effectively.
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