Klingman & Associates, LLC

Now Hiring – Client Relationship Associate

Klingman & Associates is a dynamic, growing independent wealth management firm. To help support our growing needs, we are looking to add new members to our team.

We are actively hiring for the role of Client Relationship Associate. If you are interested in joining our team, please email Cynthia Looser, Director of Client Services: clooser@Klingmanria.com.


The Client Relationship Associate (CRA) assists the firm’s Wealth Advisors in servicing the needs of their clients, often serving as the first point of communication for the client.

Outcomes Expected of a Client Relationship Associate:

Role-Specific Competencies Required:

Klingman & Associates-Related Competencies Required:

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