Client Service Coordinator – Retirement Plan Services
CLA (CliftonLarsonAllen)
full-time
Posted on:
Location Type: Office
Location: Minneapolis • Illinois, Minnesota, Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $25 - $36 per hour
Job Level
JuniorMid-Level
About the role
- Support the Wealth Advisory -Retirement Plan Service team on a national level.
- Handle client service matters through timely and efficient communication.
- Process client paperwork and requests while following best practices.
- Ensure client paperwork is in good order and work with operations to correct any issues.
- Track retirement plan establishment and appropriate documents and save to files and firm’s platforms.
- Respond to general inquiries concerning departmental activities and operations.
Requirements
- 2 years of experience required, preferably in the financial investment industry.
- Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client servicepaperwork processingdocument tracking
Soft skills
communicationefficiency