Tax Season Client Services Coordinator; Part-Time

Clifton Larson Allen  Wealth Advisors, LLC in Monticello, MN seeks a Seasonal Client Services Coordinator to support tax season from January to April. This part-time role assists multiple service lines and coordinates client documents and communications.

Ideal candidates have 2 years in a professional services environment, strong MS Office and Pro System fx familiarity, and a client-focused mindset. On-site office-based position with potential for future opportunities.

We invite applications for the Tax Season Client Services Coordinator (Part-Time) position located in Monticello, MN, United States.

We appreciate your interest in this position.

Join Clifton Larson Allen  Wealth Advisors, LLC and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Tax Season Client Services Coordinator (Part-Time) role at Clifton Larson Allen  Wealth Advisors, LLC, based in Monticello, MN, United States.