Wealth Advisory: Client Services Specialist
Job in
Spokane, Spokane County, Washington, 99254, USA
Listed on 2026-07-10
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Clifton Larson Allen is looking to hire 4 Client Service Coordinators at their Spokane location. This role supports the Wealth Advisory Investment Advisory team and involves handling client service matters through efficient communication and processing requests.
The successful candidates will require 2 years of experience in the financial investment industry, be proficient in various technical tools, and ensure compliance with best practices.
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