Looking for an opportunity to work with one of the nation's largest professional services firms? Want to be part of a team of high performing professionals?
We are seeking a Client Service Assistant (CSA) for our Minneapolis office. The CSA works as part of an integrated team of individuals to provide client service and support for our rapidly growing service line, Outsourcing. This individual provides timely and courteous service to clients and firm personnel with an ability to manage multiple tasks and maintain flexibility. Understanding and anticipating needs and delivering quality service will guarantee success. Key responsibilities for this important role include:
Interacting with clients in an efficient, courteous, and professional manner to assist with any service requests.
Performing administrative duties including drafting, editing, and proofing documents and reports.
Learning and navigating multiple software platforms and environments for the purpose of organizing electronic data.
Supporting a large team of individuals and coordinating training of new software and processes.
Managing and maintaining client submitted information to ensure accuracy.
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.