Wealth Advisory: Client Services Specialist

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

Benefits offered by this job

Comprehensive health benefits

401k

Focus on employee wellness

Job summary

CliftonLarsonAllen is looking to hire 4 Client Service Coordinators at their Spokane location. This role supports the Wealth Advisory Investment Advisory team and involves handling client service matters through efficient communication and processing requests.

The successful candidates will require 2 years of experience in the financial investment industry, be proficient in various technical tools, and ensure compliance with best practices.

Qualifications

• 2 years of experience in the financial investment industry preferred.
• Ability to handle client service matters efficiently.
• Open to feedback and learning opportunities.

Responsibilities

• Prepare and process new account paperwork for clients.
• Manage and resolve routine client questions and service requests.
• Ensure client paperwork is in good order.

Skills

Strong computer and word processing skills

Proficiency with Tamarac CRM

Microsoft Office Suite

Knowledge of Adobe and DocuSign

Education

High school degree or equivalent

Tools

Tamarac CRM

Laserfiche

MS Office Products

Schwab platforms

Job description

CliftonLarsonAllen is looking to hire 4 Client Service Coordinators at their Spokane location. This role supports the Wealth Advisory Investment Advisory team and involves handling client service matters through efficient communication and processing requests.

The successful candidates will require 2 years of experience in the financial investment industry, be proficient in various technical tools, and ensure compliance with best practices.