Client Relationship Associate
CliftonLarsonAllen LLP(2 months ago)
About this role
This role is an integral member of the Wealth Advisory team at CLA, serving as a point of contact for clients and providing high-quality support. The position involves collaboration with Wealth Advisors to enhance client relationships and ensure exceptional service delivery.
Required Skills
- Client Support
- Collaboration
- Customer Service
- CRM Management
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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