Client Service & Operations Coordinator
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Customer Service/HelpDesk
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Administrative/Clerical
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
For the Client Service & Operations Coordinator position at Clifton Larson Allen Wealth Advisors, LLC, we are reviewing applications now.
This position is for the Client Service & Operations Coordinator role at Clifton Larson Allen Wealth Advisors, LLC.
We are seeking a motivated Client Service & Operations Coordinator to join Clifton Larson Allen Wealth Advisors, LLC in Des Moines, IA, United States.
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