Client Services Coordinator - Wealth Advisory - Shared Services Center

About the role

CLA is looking to hire 4 Client Service Coordinators for our shared services center. This job will be performed in office.

This role supports the Wealth Advisory Investment Advisory team on a national level. They handle client service matters through timely and efficient communication, processing of client paperwork and client requests while following best practices as outlined by Wealth Advisory leadership. They are open to feedback and learning opportunities and have an overall understanding of and compliance with Wealth Advisory operations, policies, and procedures.

This role is primarily an internal facing position - however, there will be instances where communication with clients and fund administrators will be needed.

• Prepare & process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).
• Manage and resolve routine client questions and service requests.
• Receive and process client money movements (check blotter, deposits, withdrawals, etc.).
• Add new features to existing accounts.
• Conduct Inspira transfer forms for capital calls as needed/required.
• Complete Wealth Advisory mail processing.
• Demonstrate proactive ownership of all other client service tasks.

• Ensure client paperwork is in good order and work with operations to timely correct any not in good order paperwork.
• Work with the Wealth Advisors to support the internal operational needs of advisory and financial planning.
• Track account transfers and provide updates to relevant parties.
• Keep accurate and up to date notes on active tasks.
• Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.
• Work with custodians to get any requested features set up.
• Complete Laserfiche filing of client service documents as required.
• Act as Peer Advisors for new CSC team members.

Experience 2 years of experience required, preferably in the financial investment industry.

High school degree or equivalent required.

None required.

Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, Docu Sign, Money Link and Schwab platforms.

This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators.

This position requires