CLA (CliftonLarsonAllen) · 3 hours ago
Investment Operations & Billing Associate - Wealth Advisory - Madison, Monticello, or Minneapolis
Madison, WI
Full-time
Onsite
New Grad, Entry Level
$49K/yr - $145K/yrCliftonLarsonAllen (CLA) is a top 10 national professional services firm dedicated to creating opportunities for clients and communities. The Investment Operations & Billing Associate role focuses on supporting the day-to-day operations of wealth advisory investments and billing processes, ensuring accuracy in client-facing reports and providing high-quality service to clients.
AccountingConsultingOutsourcing
Responsibilities
Investment Operations & Billing / Reporting
Support operational needs of Wealth Advisors regarding the investment platform
Set up new client accounts in the portfolio accounting system and ancillary systems, including creation and maintenance of billing & reporting groups
Assist in billing processes, reconciliation, and ensuring accuracy in client fees
Create and maintain client dashboards
Coordinate private investment account activity between vendors and clients
Perform regular data integrity checks within the portfolio accounting system
Produce quarterly investment reports for clients for delivery on dashboards
Maintain accuracy of assigned advisors
Process off-boarding of former client accounts
Provide high-quality service impacting prospective/existing clients and co-workers through timely, courteous, respectful, and helpful communication
Assist in special projects related to brokerage, billing, and investment advisory as needed
Qualification
Required
Bachelor's degree is required
Combination of relevant experience, education, and training may be accepted in lieu of degree
Preferred
Related experience is preferred but not required
Degree in Accounting, Finance, or related field preferred
Benefits
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
Health, dental, vision, 401k and much more.
Company
CLA (CliftonLarsonAllen)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
Founded in 1960
5001-10000 employees
H1B Sponsorship
CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Ray Price
Chief Financial Officer
T
Todd A. Steiner
Outsourcing CFO
Recent News
Morningstar.com
2025-11-04
Seattle TechFlash
2025-07-28
Company data provided by crunchbase