Client Services Coordinator - Wealth Advisory - Shared Services Center

CliftonLarsonAllen; Phoenix (AZ); On-site; USD 34,440 - 44,083; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

401(k) plan

Wellness program

Job summary

CLA is seeking a Client Service Coordinator in Phoenix to support the Wealth Advisory team across national operations. The role emphasizes internal client service, paperwork processing, and timely communication while handling routine inquiries and transfers.

Ideal candidates have 2 years in financial services, a high school diploma, and proficiency with Tamarac CRM, Laserfiche, MS Office, and Schwab platforms. Travel is <10%. In-office position with competitive hourly pay.

Qualifications

• 2 years of experience in financial services or wealth management.
• Strong computer and document processing skills.
• Proficient with Tamarac CRM, Laserfiche, and Schwab platforms.

Responsibilities

• Support Wealth Advisory internal operations and client service tasks.
• Process client paperwork and requests in a timely manner.
• Coordinate with advisors and staff to manage transfers and filings.
• Maintain accurate notes and respond to routine inquiries.
• Assist in onboarding and servicing client accounts.

Skills

Customer service mindset

Communication skills

Detail orientation

Education

High school diploma or equivalent

Tools

Tamarac CRM

Laserfiche

MS Office

Schwab platforms

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

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

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.

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.

The compensation range for this position in Minnesota is: $25 - $32 per hour.

The compensation range for this position in Washington is: $25 - $32 per hour.

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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, here.