Client Relationship Leader, CAAS Growth
cliftonlarsonallen wealth advisorsSeattle, WA
Client Relationship Leader, CAAS Growth
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPersonal Financial AdvisorsSales and Related Workers, All OtherIndustries
Other Management Consulting ServicesAdministrative Management and General Management Consulting ServicesPortfolio Management and Investment AdviceAbout the role
CliftonLarsonAllen Wealth Advisors, LLC in Seattle is seeking a Client Relationship Leader to expand CAAS engagements with public, private, and nonprofit clients. You will lead strategic relationships, collaborate with the Outsourcing Client Service Team, and drive service offerings across the practice. The role requires a business owner mindset, 10+ years of experience, a bachelor's in accounting/finance/business, and the ability to win new business while delivering high-quality client service.
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JOB OVERVIEW
Experience level
Manager
Location
Seattle, WA
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Other Management Consulting Services
Posted
10 days ago
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