Wealth Advisory: Client Services Specialist

CliftonLarsonAllen; Colonial Village (PA); On-site; USD 34,440 - 44,083; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k plan

Job summary

CliftonLarsonAllen in Colonial Village is seeking Client Service Coordinators for its Wealth Advisory team. This role focuses on internal client service as well as managing routine client inquiries and paperwork efficiently.

Candidates should have strong communication skills and experience in the financial investment industry. The position offers comprehensive benefits and a supportive working environment.

Qualifications

• 2 years of experience in the financial investment industry.
• Strong computer and word processing skills.
• Experience with client service tasks.

Responsibilities

• Prepare and process new account paperwork for clients.
• Manage routine client questions and service requests.
• Track account transfers and provide updates.

Skills

Strong computer skills

Proficiency in MS Office

Communication skills

Education

High school degree or equivalent

Tools

Tamarac CRM

Laserfiche

Adobe

Job description

CliftonLarsonAllen in Colonial Village is seeking Client Service Coordinators for its Wealth Advisory team. This role focuses on internal client service as well as managing routine client inquiries and paperwork efficiently.

Candidates should have strong communication skills and experience in the financial investment industry. The position offers comprehensive benefits and a supportive working environment.