Wealth Advisory Client Services Coordinator

CliftonLarsonAllen; Milwaukee (WI); On-site; USD 30,307 - 44,083; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Wellness program

Job summary

CLA is looking to hire 4 Client Service Coordinators for our shared services center in Milwaukee. This role supports the Wealth Advisory Investment Advisory team on a national level, handling client service matters through timely communication and processing of client paperwork.

The position is in-office, with travel of less than 10%. Candidates should have 2 years of experience in the financial investment industry and a high school diploma; strong computer skills including Tamarac CRM,

Qualifications

• 2 years of experience in the financial investment industry preferred.
• High school degree or equivalent required.
• Proficiency with Tamarac CRM, Laserfiche, MS Office and Schwab platforms.

Responsibilities

• Prepare & process client paperwork for accounts.
• Manage routine client questions and service requests.
• Receive and process client money movements and deposits/withdrawals.
• Track account transfers and provide updates to Wealth Advisors and clients.
• Complete Laserfiche filing of client service documents.

Skills

Client service

Communication

Time management

Team collaboration

Problem solving

Education

High school degree or equivalent

Tools

Tamarac CRM

Laserfiche

MS Office

Schwab platforms

Job description

CLA is looking to hire 4 Client Service Coordinators for our shared services center in Milwaukee. This role supports the Wealth Advisory Investment Advisory team on a national level, handling client service matters through timely communication and processing of client paperwork.

The position is in-office, with travel of less than 10%. Candidates should have 2 years of experience in the financial investment industry and a high school diploma; strong computer skills including Tamarac CRM,