CAAS Senior - Family Office (Professional Services Industry)

Job description

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. 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: CLA is currently seeking a Senior to join our CAAS (Family Office - Professional Services Industry) group in our Century City, CA office. Job Responsibilities: Communicates directly with clients in collaboration with managers and liaises with third‑party advisors Working knowledge of personal and corporate charts of accounts Monitors daily client activity, handles requests, and conducts timely follow‑ups on outstanding...