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Client Service Coordinator Operations

Job in Cedar Rapids, Linn County, Iowa, 52404, USA
Listing for: CliftonLarsonAllen Wealth Advisors, LLC
Full Time position Listed on 2026-11-04
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR

Job Description & How to Apply Below

Position: Client Service Coordinator - Growth & Operations

CLA in Cedar Rapids, IA is seeking a Client Service Coordinator to provide direct client support and perform service activities across Tax, Outsourcing, Assurance, and Digital. You will support the service leaders by handling marketing and administrative tasks and helping manage client workflows.

Your duties include processing client documents, tracking tax deadlines, coordinating meetings, maintaining client data in CRM, drafting engagement letters, and supporting billing and internal

We have an opening for a Client Service Coordinator
- Growth & Operations in Cedar Rapids, IA, United States within Management & Operations.

Step into the Client Service Coordinator
- Growth & Operations role at Clifton Larson Allen  Wealth Advisors, LLC in Cedar Rapids, IA, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

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