We are seeking a Wealth Advisory-Client Service Coordinator (CSC) for our Minneapolis office. The CSC reports to a Principal wealth advisor and is responsible for supporting a regional wealth advisor team and working with other regional operations staff on client service matters and operations through timely, courteous, respectful communication. Key responsibilities include scheduling, processing and tracking business paperwork, scheduling client appointments, resolving issues, meeting preparation, data entry, compliance requirements and a point of contact for clients.
Successful candidates will be highly dependable, trustworthy, and have exceptional organizational and proofreading skills. Attention to detail and accuracy, leadership skills, strong project management abilities are also critical to meeting and exceeding expectations in this role. Must be skilled at Microsoft office including a high proficiency in Excel, Word, and Outlook, able to handle multiple responsibilities and consistently follow high standards of business/professional ethics when dealing with others and performing work activities. Exceptional time management skills required. Must have 2+ years of similar work experience in financial services industry or related field.
Set up and maintenance of client files, generation of new account paperwork, account transfer tracking, and report generation
Data entry and maintenance of CRM database management
Review and update client information in multiple databases as needed for client review meetings
Reach out to clients for various operational tasks relating to the financial planning and investment advisory process
Work with the wealth advisors and client service teams to support all operational needs on all advisory and planning business
Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.
CLIENT SERVICE RESPONSIBILITIES:
Manage and resolve client service problems
Schedule and confirm meetings, answer phones, work with other team members as needed.
Work with the wealth advisors to prepare for meetings; attend meetings as/ if needed.
Complete letter templates, mail correspondence to clients and maintain CRM database.
Perform other job-related duties and/or special projects as required.
Internal Number: 17-1859
About CliftonLarsonAllen LLP
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 knowledge 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, disa...bility status, protected veteran status, national origin, or any other characteristic protected by law.