Client Services & Operations Coordinator

CliftonLarsonAllen Wealth Advisors, LLC; Austin (TX); Hybrid; USD 42,000 - 56,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Austin, TX, seeks a Client Service Coordinator to support Tax, Outsourcing, Assurance and Digital teams. You will assist with client documents, deadlines, and workflow, and help with billing and CRM tracking.

The role involves coordinating meetings and delivering client-ready materials across offices. The ideal candidate has 2 years of relevant experience, a HS diploma or equivalent, and the ability to quickly learn new software; associate or bachelor's

Qualifications

• 2 years of relevant experience required.
• High school diploma or equivalent required; associate or bachelor's preferred.
• Ability to quickly master new software applications.
• Proficiency with Microsoft Windows and Office products.
• Experience with CCH ProSystemFx preferred.

Responsibilities

• Support client service activities for Tax, Outsourcing, Assurance and Digital.
• Assist with engagement letters, client deliverables, and billing workflows.
• Coordinate internal/external meetings and CRM tracking for business development.
• Provide general internal and external support for multiple office locations.

Tools

CCH ProSystemFx

CRM

MS Word

MS Excel

MS Outlook

MS PowerPoint

Adobe

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Austin, TX, seeks a Client Service Coordinator to support Tax, Outsourcing, Assurance and Digital teams. You will assist with client documents, deadlines, and workflow, and help with billing and CRM tracking.

The role involves coordinating meetings and delivering client-ready materials across offices. The ideal candidate has 2 years of relevant experience, a HS diploma or equivalent, and the ability to quickly learn new software; associate or bachelor's