What are the responsibilities and job description for the Wealth Systems Associate - Wealth Advisory - Madison, WI position at CliftonLarsonAllen Wealth Advisors LLC?
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Wealth Systems Associate to work in our Madison, WI office.
Position Summary
The Wealth System Associate is responsible for ensuring that the day-to-day technical 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 collaborating on enhancement projects to wealth systems, providing technical support to wealth systems users, supporting data integrity processes, training and using technology to facilitate communication both within and outside of wealth advisory.
Work Activities & Accountabilities
The 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.
· System Enhancements: Collaborate with Wealth Systems team and project stakeholders to gather requirements, design, and test enhancements to the wealth Microsoft Dynamics CRM environment. Additionally, work with IT resources for enhancement development to other wealth systems via additional projects.
· Internal Client Support: Assist wealth users with requests related to wealth systems, including report and dashboard creation, new user onboarding, and troubleshooting. Assist in escalating issues to internal and external support resources,
· Data Management: Ensure high quality data is maintained in wealth systems by supporting data integrity monitoring and projects.
· Knowledge Management: Assist in development of new and maintenance of existing documentation for wealth systems processes and procedures.
· Administrative: Enter and maintain client information in wealth systems, as needed. Perform other job-related duties and/or special projects as required.
Minimum Required Experience, Education, and Certifications
· Experience: 1-3 years of experience
· Education: Bachelor’s degree in Business Information Technology or related field.
· Certifications/Licenses: none
Our Perks:
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits here
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
