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Wealth Advisory: Client Relations Associate

Job in Cedar Rapids, Linn County, Iowa, 52404, USA
Listing for: CliftonLarsonAllen LLP
Full Time position
Listed on 2026-01-12
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading professional services firm in Cedar Rapids is seeking a Client Relationship Associate to enhance client interactions within the Wealth Advisory team. The role involves providing exceptional customer service, supporting client meetings, and maintaining accurate records in CRM systems. Ideal candidates will have at least 3 years of experience in the investment industry and a Bachelor's degree. Flexible PTO and other benefits are offered, promoting a supportive work environment.
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Position Requirements
10+ Years work experience
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