Client Service Coordinator

2 weeks ago

Chicago, IL, United States CliftonLarsonAllen Full time

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire Client Service Coordinator for our Retirement Plan Services (RPS) team. This job will be performed in office.

Summary

This role supports the Wealth Advisory -Retirement Plan Service team on a national level. They handle client service matters through timely and efficient communication, processing of client paperwork and client requests while following best practices as outlined by Wealth Advisory leadership. They are open to feedback and learning opportunities and have an overall understanding of and compliance with Wealth Advisory operations, policies and procedures. This role is primarily an internal facing position - however, there will be instances where communication with clients and fund administrators will be needed.

External Client Service:

  • Prepare & process new account paperwork for retirement plan clients (qualified retirement plans, SEP-IRA's, SIMPLE-IRA's, and solo 401(k) plans using various record keepers and custodians.
  • Manage and resolve routine client questions and service requests.
  • Assist with fund change processes.
  • Demonstrate proactive ownership of other client service tasks.

Internal Client Service:

  • Ensure client paperwork is in good order and work with operations to timely correct any paperwork not in good order
  • Work with the RPS Wealth Advisors to support the internal operational needs of advisory services
  • Track retirement plan establishment and appropriate documents and save to files and firm's platforms
  • Use Tamarac CRM and record keeper websites to enter and retrieve tasks
  • Keep accurate and up to date notes on active tasks.
  • Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.
  • Complete Laserfiche filing of client service documents as required.
  • Act as Peer Advisors for new CSC team members.

Experience

2 years of experience required, preferably in the financial investment industry.

Education

High school degree or equivalent required

Certifications / Licenses

None required

Technical Competencies

Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms.

Organizational Interfaces

This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators.

Travel Requirements

This position requires

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