Klingman & Associates, LLC

BUILDING A WORLD CLASS TEAM IS AT THE HEART OF OUR SUCCESS

We are committed to recruiting, developing and retaining top talent throughout our company.  Without such a dedicated team, we would not be able to offer our clients the quality of advice and service that they have come to expect from Klingman & Associates.

We are actively hiring for the role of Client Relationship Associate

Mission:

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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