Client Services & Operations Coordinator

CliftonLarsonAllen LLP; Kansas City (MO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental and vision benefits

401(k)

Job summary

CliftonLarsonAllen LLP is seeking a Client Service Coordinator in our Kansas City, MO office. The role supports service teams across Assurance, Tax, Outsourcing, and Digital, helping manage client data, deadlines, and workflow.

You’ll handle document processing, client inquiries, and assist with monthly reporting and billing. Two years of relevant experience is required; high school diploma or equivalent with associate or bachelor’s preferred.

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 MS Windows and Office products; experience with CCH ProSystemFx preferred.

Responsibilities

• Provide support to the client services team in Tax, Outsourcing, Assurance or Digital.
• Process client documents, prepare returns or reports, and assist with workflow management.
• Coordinate internal meetings and assist with client communications and deadlines.
• Assist with billing, CRM tracking, and engagement letters as needed.

Education

High school diploma or equivalent

Associate degree

Bachelor's degree preferred

Tools

CCH ProSystemFx

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

CRM

Adobe

Job description

CliftonLarsonAllen LLP is seeking a Client Service Coordinator in our Kansas City, MO office. The role supports service teams across Assurance, Tax, Outsourcing, and Digital, helping manage client data, deadlines, and workflow.

You’ll handle document processing, client inquiries, and assist with monthly reporting and billing. Two years of relevant experience is required; high school diploma or equivalent with associate or bachelor’s preferred.