Client Services Coordinator | Professional Services

CLA (CliftonLarsonAllen); Des Moines (IA); On-site; USD 40,000 - 56,000; Full time

Job summary

CLA (CliftonLarsonAllen) Des Moines, IA office is seeking a Client Service Coordinator to support the service team by handling client workflows and direct client assistance. You will assist team leaders across Assurance, Tax, Outsourcing and Digital with marketing and administrative tasks to help grow the business.

Requirements include at least 2 years of relevant experience, a high school diploma (associate or bachelor's preferred), and proficiency with MS Office.

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

• Provide direct client support and handle specific service activities.
• Assist service team leaders in Assurance, Tax, Outsourcing, or Digital with marketing and administration tasks.
• Process client documents and ensure timely completion of tasks.
• Support to update and manage client data and deadlines.
• Coordinate internal meetings and assist with client communications.
• Draft engagement letters and prepare client deliverables as needed.

Skills

Client service

MS Windows

MS Office

CCH ProSystemFx

CRM

Adobe

Education

Associate or Bachelor's degree preferred

Tools

CRM software

Adobe products

CCH products

Job description

CLA (CliftonLarsonAllen) Des Moines, IA office is seeking a Client Service Coordinator to support the service team by handling client workflows and direct client assistance. You will assist team leaders across Assurance, Tax, Outsourcing and Digital with marketing and administrative tasks to help grow the business.

Requirements include at least 2 years of relevant experience, a high school diploma (associate or bachelor's preferred), and proficiency with MS Office.