Investment Operations & Billing Associate - Wealth Advisory - Madison, Monticello, or Minneapolis
CliftonLarsonAllen LLP
About this role
This role supports CLA’s Wealth Advisory team by working on investment account administration and client-facing reporting. The position contributes to billing and operational processes while ensuring the quality of information delivered to clients. It is an on-site role based in a CLA office.
Skills
Qualifications
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.
Recent company news
CLA (CliftonLarsonAllen)CLA Named One of Forbes’ “Best Employers for Company Culture” in 2025
Sep 18, 2025
CLA (CliftonLarsonAllen)CLA Global Welcomes Hawaiian Firm KMH LLP to U.S. Global Alliance
1 month ago
PR NewswireCLA Celebrates the Advancement of 780 Professionals Across the Firm
Jul 1, 2025
Daily MemphianAuditors arrive at MSCS looking for fraud in high-stakes probe
Aug 13, 2025
CLA (CliftonLarsonAllen)Dembo Jones to Join CLA on May 1
May 1, 2025
About CliftonLarsonAllen LLP
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for CliftonLarsonAllen LLP.
Salary
$49k – $85k
per year
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