Wealth Advisory Client Services Coordinator - In-Office Role

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

Job summary

CLA is seeking four Client Service Coordinators for our shared services center. This role will be performed in office and involves handling client service tasks for Wealth Advisory operations on a national level.

The role requires 2 years of financial services experience, strong computer skills (Tamarac CRM, Laserfiche, MS Office), and a commitment to excellent service. Travel is minimal, with <10% travel indicated.

Qualifications

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

Responsibilities

• Process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).
• Manage and resolve routine client questions and service requests.
• Receive and process client money movements (deposits, withdrawals).
• Coordination with Wealth Advisors to support internal operations.
• Maintain accurate notes on active tasks and track transfers.
• Complete Laserfiche filing and support training for new CSC members.

Skills

Tamarac CRM

Laserfiche

MS Office

Adobe

DocuSign

MoneyLink

Schwab platforms

Education

High school degree or equivalent

Tools

Tamarac CRM

Laserfiche

MS Office Suite

Adobe

DocuSign

Job description

CLA is seeking four Client Service Coordinators for our shared services center. This role will be performed in office and involves handling client service tasks for Wealth Advisory operations on a national level.

The role requires 2 years of financial services experience, strong computer skills (Tamarac CRM, Laserfiche, MS Office), and a commitment to excellent service. Travel is minimal, with <10% travel indicated.