Client Service Coordinator - Growth & Operations

CliftonLarsonAllen Wealth Advisors, LLC; Cedar Rapids (IA); On-site; USD 40,000 - 60,000; Full time

Job summary

CLA in Cedar Rapids, IA is seeking a Client Service Coordinator to provide direct client support and perform service activities across Tax, Outsourcing, Assurance, and Digital. You will support the service leaders by handling marketing and administrative tasks and helping manage client workflows.

Your duties include processing client documents, tracking tax deadlines, coordinating meetings, maintaining client data in CRM, drafting engagement letters, and supporting billing and internal

Qualifications

• 2 years of relevant experience required.
• Professional services industry experience preferred.
• High school diploma or equivalent required.
• Associate or bachelor's degree preferred.
• Ability to quickly master new software applications.
• Proficiency in Microsoft Office products.

Responsibilities

• Provide internal client service support to Tax, Outsourcing, Assurance, and Digital teams.
• Process client documents and coordinate workflow across service lines.
• Maintain CRM records and support business development activities.
• Assist with billing, scheduling, and coordination of internal meetings.

Skills

Ability to quickly master new software

Proficiency in Microsoft Office

Education

High school diploma or equivalent

Associate or bachelor's degree preferred

Tools

CCH ProSystemFx

MS Word

MS Excel

MS Outlook

MS PowerPoint

CRM

Adobe

Job description

CLA in Cedar Rapids, IA is seeking a Client Service Coordinator to provide direct client support and perform service activities across Tax, Outsourcing, Assurance, and Digital. You will support the service leaders by handling marketing and administrative tasks and helping manage client workflows.

Your duties include processing client documents, tracking tax deadlines, coordinating meetings, maintaining client data in CRM, drafting engagement letters, and supporting billing and internal