Client Relationship Associate - Wealth Advisory - Irvine, CA

CliftonLarsonAllen LLP(15 days ago)

Irvine, CAOnsiteFull TimeMedior$55,000 - $110,000Wealth Advisory

About this role

A Wealth Advisory Support Specialist at CLA assists the Wealth Advisory team by providing client support, managing client data, scheduling meetings, and supporting client relationship strategies. The role involves collaborating with advisors and ensuring high-quality service to clients. It is a client-facing position that plays a key part in maintaining and expanding client relationships.

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Required Skills

Customer Service
Client Relations
CRM
Financial Data Management
Scheduling
Client Support
Relationship Management
Documentation
Cash Monitoring
Account Maintenance

About CliftonLarsonAllen LLP

claconnect.com

One 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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