Wealth Advisory: Client Services Coordinator

CLA (CliftonLarsonAllen); Spokane (WA); On-site; USD 34,440 - 44,083; Full time

Job summary

CLA is hiring 4 Client Service Coordinators for our shared services center. This in-office role supports the Wealth Advisory Investment Advisory team on a national level, handling client service tasks and paperwork with timely communication and adherence to policies.

Responsibilities include processing client paperwork, deposits and transfers, and assisting with internal operational needs while maintaining accurate notes and proactive ownership of tasks.

Qualifications

• 2 years of experience in client service or financial services preferred.
• Strong computer and word processing skills with multiple software systems.
• Ability to manage client paperwork and respond to service requests promptly.
• Familiarity with Schwab platforms and related custodial processes.
• Collaborative mindset and ability to work with Wealth Advisors and teammates.

Responsibilities

• Prepare and process new account paperwork for clients and accounts.
• Manage routine client questions and service requests with proactive follow-up.
• Process client money movements and deposits/withdrawals.
• Assist internal teams with client paperwork in good order and corrections.
• Track account transfers and maintain up-to-date task notes.
• Provide support to Wealth Advisors and internal operations as needed.
• Act as Peer Advisor for new CSC team members.

Skills

Client service

Communication

MS Office

CRM software

Attention to detail

Education

High school diploma or equivalent

Tools

Tamarac CRM

Laserfiche

Schwab platforms

DocuSign

MoneyLink

MS Office (Word, Excel, PowerPoint, Outlook)

Adobe

Job description

CLA is hiring 4 Client Service Coordinators for our shared services center. This in-office role supports the Wealth Advisory Investment Advisory team on a national level, handling client service tasks and paperwork with timely communication and adherence to policies.

Responsibilities include processing client paperwork, deposits and transfers, and assisting with internal operational needs while maintaining accurate notes and proactive ownership of tasks.