Client Services Coordinator – Wealth Advisory

CLA (CliftonLarsonAllen)

. Support the Wealth Advisory Investment Advisory team on a national level.

Posted 4/25/2026full-timeMinneapolis • Florida, Minnesota, Montana, Washington, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $32 per hourWebsite

About the role

Key responsibilities & impact

Support the Wealth Advisory Investment Advisory team on a national level.
Handle client service matters through timely and efficient communication, processing of client paperwork and client requests.
Ensure client paperwork is in good order and work with operations to correct any not in good order paperwork.
Manage and resolve routine client questions and service requests.
Add new features to existing accounts.
Track account transfers and provide updates to relevant parties.
Act as Peer Advisors for new CSC team members.

Requirements

What you’ll need

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.
High school degree or equivalent required.

Benefits

Comp & 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client serviceaccount managementpaperwork processingfeature additionaccount transfer tracking

Soft Skills

communicationproblem-solvingteam collaboration