Client Services Coordinator - Wealth Advisory - Shared Services Center

CliftonLarsonAllen Wealth Advisors LLC; Minneapolis (MN); On-site; USD 32,000 - 50,000; Full time

Benefits offered by this job

Health benefits

401k plan

Wellness program

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN is seeking four Client Service Coordinators to join our in-office shared services center. You will support the Wealth Advisory Investment Advisory team nationally, handling client service matters with timely, accurate communication and compliant processes.

Responsibilities include preparing and processing new account paperwork, resolving routine client questions, coordinating money movements, and assisting with internal operations.

Qualifications

• Experience 2 years in financial services or client services.
• High school diploma or equivalent required.
• Strong computer skills including Excel and MS Office; Tamarac CRM and Laserfiche experience preferred.

Responsibilities

• Prepare & process new account paperwork for clients (Schwab, SMA, Private Investments, Inspira).
• Manage and resolve routine client questions and service requests.
• Receive and process client money movements (check blotter, deposits, withdrawals).
• Add new features to existing accounts and assist with transfers.
• Complete Wealth Advisory mail processing and maintain accurate task notes.
• Act as Peer Advisor for new CSC team members.

Skills

Client service

Communication

Time management

Team collaboration

Education

High school degree or equivalent

Tools

Tamarac CRM

Laserfiche

MS Office

Schwab platforms

MoneyLink

Job description

About the role

CLA is looking to hire 4 Client Service Coordinators for our shared services center. This job will be performed in office.

Summary

This role supports the Wealth Advisory Investment Advisory team on a national level. They handle client service matters through timely and efficient communication, processing of client paperwork and client requests while following best practices as outlined by Wealth Advisory leadership. They are open to feedback and learning opportunities and have an overall understanding of and compliance with Wealth Advisory operations, policies, and procedures. This role is primarily an internal facing position - however, there will be instances where communication with clients and fund administrators will be needed.

External Client Service

• Prepare & process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).
• Manage and resolve routine client questions and service requests.
• Receive and process client money movements (check blotter, deposits, withdrawals, etc.).
• Add new features to existing accounts.
• Conduct Inspira transfer forms for capital calls as needed/required.
• Complete Wealth Advisory mail processing.
• Demonstrate proactive ownership of all other client service tasks.

Internal Client Service

• Ensure client paperwork is in good order and work with operations to timely correct any not in good order paperwork.
• Work with the Wealth Advisors to support the internal operational needs of advisory and financial planning.
• Track account transfers and provide updates to relevant parties.
• Keep accurate and up to date notes on active tasks.
• Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.
• Work with custodians to get any requested features set up.
• Complete Laserfiche filing of client service documents as required.
• Act as Peer Advisors for new CSC team members.

Experience

Experience 2 years of experience required, preferably in the financial investment industry.

Education

High school degree or equivalent required.

Certifications / Licenses

None required.

Technical Competencies

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.

Organizational Interfaces

This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators.

Travel Requirements

This position requires <10% travel.

Compensation

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range. Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minnesota is: $23 – $36.60 per hour.

The compensation range for this position in Washington is: $25.10 – $39.40 per hour.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits, click here.

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings.

CLA is an equal opportunity employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].