Client Relationship Associate - Wealth Advisory - Appleton, Wi

CLA

Appleton, WI, United States
Client relationship management
Client data management
Inbound call handling
This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients

Job Summary

  • This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients.
  • Provide high-quality customer service and resolutions to clients, including handling of inbound calls and emails.
  • CLA offers flexible PTO, paid parental leave, paid volunteer time off, mental health coverage, and fertility benefits.

Matching Summary

This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients.

Skills & Requirements

Must-have

  • Client relationship management
  • Client data management
  • Inbound call handling
  • Wealth Advisory team collaboration

Nice-to-have

  • Building inclusive culture
  • Proactive client engagement
  • Exceptional client service delivery

Key Requirements

  • 3+ years investment industry experience preferred
  • Bachelor's degree required
  • Relevant experience, education, and training may substitute for degree

Work Rights

Not specified

Tailored Resume

Cover Letter