Wealth Advisory: Client Services Coordinator
Job in
Spokane, Spokane County, Washington, 99254, USA
Listed on 2026-07-25
Listing for:
CLA (CliftonLarsonAllen)
Full Time
position Listed on 2026-07-25
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
CLA is hiring 4 Client Service Coordinators for our shared services center. This in-office role supports the Wealth Advisory Investment Advisory team on a national level, handling client service tasks and paperwork with timely communication and adherence to policies.
Responsibilities include processing client paperwork, deposits and transfers, and assisting with internal operational needs while maintaining accurate notes and proactive ownership of tasks.
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