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Client Service & Operations Coordinator

Job in Des Moines, Polk County, Iowa, 50319, USA
Listing for: CliftonLarsonAllen Wealth Advisors, LLC
Full Time position
Listed on 2026-11-04
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator, Customer Service Rep, Clerical
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration, Clerical
Salary/Wage Range or Industry Benchmark: 40000 - 56000 USD Yearly USD 40000.00 56000.00 YEAR
Job Description & How to Apply Below

Clifton Larson Allen  Wealth Advisors, LLC (CLA Wealth Advisors) is seeking a Client Service Coordinator in Des Moines, IA. The role provides direct client support and assists service team leaders in Assurance, Tax, Outsourcing, and Digital services.

You will manage client documents, scheduling, and workflow processes to help our teams deliver timely, accurate results. The ideal candidate has at least 2 years of relevant experience, a high school diploma or equivalent, and comfort with MS Office

We invite applications for the Client Service & Operations Coordinator position located in Des Moines, IA, United States.

As a Client Service & Operations Coordinator, you will play an important part at Clifton Larson Allen  Wealth Advisors, LLC in Des Moines, IA, United States.

The following opportunity is for a Client Service & Operations Coordinator with Clifton Larson Allen  Wealth Advisors, LLC.

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