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CliftonLarsonAllen LLP
A Client Service Coordinator at CLA supports the Wealth Advisory Investment Advisory team nationally by handling client service matters through timely communication, processing paperwork, and managing client requests while following Wealth Advisory policies.
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, digital, audit, tax, outsourcing, and consulting services to organizations and individuals. With more than 120 locations across the United States, CLA serves clients as CPAs, consultants, and wealth advisors committed to long-term client relationships.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CliftonLarsonAllen LLP.
30% above the average for this role
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