Client Services Coordinator - Wealth Advisory - Shared Services Center

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 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 4 Client Service Coordinators for our shared services center.

This job will be performed in office.

Summary

This role supports the Wealth Advisory Investment Advisory 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 ...