CLA (CliftonLarsonAllen)
Client Service Coordinator - Wealth Advisory - Shared Services Center
CLA (CliftonLarsonAllen), Minneapolis, Minnesota, United States, 55400
Overview
Client Service Coordinator - Wealth Advisory - Shared Services Center. CLA (CliftonLarsonAllen) is a top 10 national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services. The role supports the Wealth Advisory Investment Advisory team on a national level, performing client service tasks with a focus on internal operations and periodic client interaction. Responsibilities
External Client Service: prepare and process new account paperwork (Charles Schwab, Separately Managed Account, Private Investments, Inspira); manage and resolve routine client questions and service requests; process client money movements; add new features to existing accounts; conduct Inspira transfer forms for capital calls; complete Wealth Advisory mail processing; demonstrate proactive ownership of all other client service tasks. Internal Client Service: ensure client paperwork is in good order and coordinate with operations to correct any not-in-good-order paperwork; support internal operational needs of advisory and financial planning with Wealth Advisors; track account transfers and provide updates; maintain accurate notes on active tasks; respond to general inquiries by referencing established policies; work with custodians to set up requested features; complete Laserfiche filing of client service documents; act as Peer Advisors for new CSC team members. Qualifications
Experience: 2 years of experience required, preferably in the financial investment industry. Education: High school degree or equivalent required. Certifications/Licenses: None required. Technical Competencies: Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office (Word, Excel, PowerPoint, Outlook), Adobe, DocuSign, MoneyLink, and Schwab platforms. Organizational Interfaces: Reports to Client Services Director; interacts with Wealth Advisors and Senior Client Services Coordinators. Travel:
Compensation & Perks
Wage range: $25 - $32 per hour (geography, experience, education, skills, and knowledge may impact pay). Flexible PTO; up to 12 weeks paid parental leave; paid Volunteer Time Off; mental health coverage; quarterly wellness stipend; fertility benefits. Health and retirement benefits: comprehensive options including health, dental, vision, 401k, and more. Employment Details
Seniorilty level: Entry level Employment type: Full-time Job function: Business Development and Sales Industries: Accounting Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Click here to learn about your hiring rights.
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Client Service Coordinator - Wealth Advisory - Shared Services Center. CLA (CliftonLarsonAllen) is a top 10 national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services. The role supports the Wealth Advisory Investment Advisory team on a national level, performing client service tasks with a focus on internal operations and periodic client interaction. Responsibilities
External Client Service: prepare and process new account paperwork (Charles Schwab, Separately Managed Account, Private Investments, Inspira); manage and resolve routine client questions and service requests; process client money movements; add new features to existing accounts; conduct Inspira transfer forms for capital calls; complete Wealth Advisory mail processing; demonstrate proactive ownership of all other client service tasks. Internal Client Service: ensure client paperwork is in good order and coordinate with operations to correct any not-in-good-order paperwork; support internal operational needs of advisory and financial planning with Wealth Advisors; track account transfers and provide updates; maintain accurate notes on active tasks; respond to general inquiries by referencing established policies; work with custodians to set up requested features; complete Laserfiche filing of client service documents; act as Peer Advisors for new CSC team members. Qualifications
Experience: 2 years of experience required, preferably in the financial investment industry. Education: High school degree or equivalent required. Certifications/Licenses: None required. Technical Competencies: Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office (Word, Excel, PowerPoint, Outlook), Adobe, DocuSign, MoneyLink, and Schwab platforms. Organizational Interfaces: Reports to Client Services Director; interacts with Wealth Advisors and Senior Client Services Coordinators. Travel:
Compensation & Perks
Wage range: $25 - $32 per hour (geography, experience, education, skills, and knowledge may impact pay). Flexible PTO; up to 12 weeks paid parental leave; paid Volunteer Time Off; mental health coverage; quarterly wellness stipend; fertility benefits. Health and retirement benefits: comprehensive options including health, dental, vision, 401k, and more. Employment Details
Seniorilty level: Entry level Employment type: Full-time Job function: Business Development and Sales Industries: Accounting Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Click here to learn about your hiring rights.
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