Wealth Advisory Client Services Coordinator
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-07-25
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
CLA is looking to hire 4 Client Service Coordinators for our shared services center in Milwaukee. This role supports the Wealth Advisory Investment Advisory team on a national level, handling client service matters through timely communication and processing of client paperwork.
The position is in-office, with travel of less than 10%. Candidates should have 2 years of experience in the financial investment industry and a high school diploma; strong computer skills including Tamarac CRM,
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