Client Service Coordinator - Retirement Plan Services - Minneapolis, Chicago, or Milwaukee

CliftonLarsonAllen LLP(1 month ago)

Minneapolis, MNOnsiteFull TimeJunior$49,000 - $71,800Wealth Advisory

About this role

CLA is hiring a Client Service Coordinator to support its Wealth Advisory Retirement Plan Services team at a national level. The position focuses on coordinating client service administration for retirement plan accounts, primarily supporting internal teams with occasional external communication. The role is based in a CLA office and reports to the Client Services Director.

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Required Skills

Client Service
Retirement Plans
Account Paperwork
Request Processing
CRM
Tamarac
Laserfiche
Microsoft Office
Excel
Outlook

+8 more

Qualifications

High School Diploma or Equivalent

About CliftonLarsonAllen LLP

claconnect.com

One North is a technology-focused company that offers innovative solutions and services, primarily targeted at enhancing operational efficiency for businesses. Their expertise lies in providing tailored digital transformation strategies, data management, and analytics services. With a strong commitment to leveraging modern technology, One North empowers organizations to navigate their growth and innovation effectively.

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