USACares Jobs

Job Information

CLIFTONLARSONALLEN LLP Operations Associate Wealth Advisory in MADISON, Wisconsin

JOB REQUIREMENTS: Operations Associate - Madison, WI or Minneapolis, MN office Position SummaryThe Operations Associate is responsible for ensuring that the day to day operation of the wealth service line goes smoothly. They are also responsible for supporting the long term vision of the firm, including Seamless Integration. This includes participating in the client on-boarding and off-boarding processes, CRM projects, the monthly & quarterly billing & reporting process, training and using technology to facilitate communication both within and outside of wealth advisory. Work Activities & AccountabilitiesThe below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned. Operations: Work with the Director of Operations & Chief Operating Officer to support all operational needs of wealth advisors for the investment advisory and brokerage business. Responsible for producing, auditing, distributing and answering any questions with the quarterly client performance and other reports. Help create, implement, update, and educate others on reports and procedures. Responsible for knowing and understanding all functionality of the CRM, portfolio accounting and other key systems. May help in the production of monthly Assets Under Management and Principal tracking reports that are used by the firm to manage the business. Billing: Monthly & quarterly billing process of existing, new & terminated accounts. External Client Support: Provide high quality service to prospective/existing clients and co-workers through timely, courteous, respectful and helpful communication. Assist with service requests from clients. Internal Client Support: Work with Director of Operations & Chief Compliance Officer on special brokerage and investment advisory projects. Act as liaison Administrative: Enter and maintain client information (data) in client databases and systems. Perform other job-related duties and/or special projects as required. Key Behavioral Competencies The Operations Associate must possess several key personal effectiveness traits to be successful. These include a high degree of passion for doing impactful work, accountability for actions, initiative to make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Actions and behaviors that are the foundation of successful careers at CLA are broadly defined below. Leading with Impact: Gains the confidence of others by demonstrating success over... For full info follow application link. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. EOE/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/D2E42BC34EDB41D3

DirectEmployers