Wealth Advisory Client Services Coordinator — In-Office

CliftonLarsonAllen; St. Louis (MO); On-site; USD 34,440 - 44,083; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

CliftonLarsonAllen is seeking a Client Services Coordinator for their Wealth Advisory team in St. Louis, Missouri. This role will require handling client service tasks including paperwork processing and responding to inquiries, ensuring best practices and compliance with company policies.

The ideal candidate should have 2 years in the financial industry and a high school diploma. Competitive hourly pay and comprehensive benefits are part of the offer.

Qualifications

• 2 years of experience required, preferably in the financial investment industry.
• Ability to handle client service matters promptly and efficiently.
• Strong attention to detail in processing paperwork.

Responsibilities

• Prepare and process new account paperwork for clients.
• Manage and resolve routine client questions and service requests.
• Ensure client paperwork is accurate and timely.

Skills

Proficient in Tamarac CRM

Strong computer and word processing skills

Experience with MS Office products

Familiarity with Adobe and DocuSign

Education

High school degree or equivalent

Tools

Laserfiche

MS Word

MS Excel

MS PowerPoint

Outlook

MoneyLink

Schwab platforms

Job description

CliftonLarsonAllen is seeking a Client Services Coordinator for their Wealth Advisory team in St. Louis, Missouri. This role will require handling client service tasks including paperwork processing and responding to inquiries, ensuring best practices and compliance with company policies.

The ideal candidate should have 2 years in the financial industry and a high school diploma. Competitive hourly pay and comprehensive benefits are part of the offer.