Client Services Coordinator: Growth & Admin Support

CLA (CliftonLarsonAllen); 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 support our Assurance, Tax, and Outsourcing teams. This role focuses on administrative and client service activities that help our service leaders manage workflow and client deliverables.

You will handle document processing, deadlines, and CRM data, assist with engagement letters and billing, and provide back-office support across multiple office locations in a collaborative professional services environment.

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 Windows and Office Products.
• Experience with CCH ProSystemFx is preferred.
• Familiarity with CCH products, MS Word, MS Excel, MS Outlook, MS PowerPoint, CRM, Adobe, and other internal systems.

Responsibilities

• Support service activities for Tax, Outsourcing, Assurance or Digital.
• Assist with client document processing and workflow management.
• Proactively manage deadlines and client data in systems.
• Prepare and deliver client engagement documents and reports.
• Coordinate internal meetings and support monthly industry reporting.

Skills

2 years of relevant experience

Professional services industry

Ability to quickly master new software

Proficiency in Microsoft Windows & MS-

Familiarity with CRM and Adobe systems

Education

High school diploma or equivalent

Associate or bachelor’s degree

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 support our Assurance, Tax, and Outsourcing teams. This role focuses on administrative and client service activities that help our service leaders manage workflow and client deliverables.

You will handle document processing, deadlines, and CRM data, assist with engagement letters and billing, and provide back-office support across multiple office locations in a collaborative professional services environment.