Client Service Coordinator Retirement

JOB REQUIREMENTS: CLA is a top 10 national professional services firmwhere our purpose is to create opportunities every day, for our clients,our people, and our communities through industry-focused wealthadvisory, digital, audit, tax, consulting, and outsourcing services.Even with more than 8,500 people, 130 U.S. locations, and a globalreach, we promise to know you and help you. CLA is dedicated to buildinga culture that invites different beliefs and perspectives to the table,so we can truly know and help our clients, communities, and each other.About the role: CLA is looking to hire Client Service Coordinator forour Retirement Plan Services (RPS) team. This job will be performed inoffice. Summary This role supports the Wealth Advisory -Retirement PlanService team on a national level. They handle client service mattersthrough timely and efficient communication, processing of clientpaperwork and client requests while following best practices as outlinedby Wealth Advisory leadership. They are open to feedback and learningopportunities and have an overall understanding of and compliance withWealth Advisory operations, policies and procedures. This role isprimarily an internal facing position - however, there will be instanceswhere communication with clients and fund administrators will be needed.External Client Service: Prepare & process new account paperwork forretirement plan clients (qualified retirement plans, SEP-IRA's,SIMPLE-IRA's, and solo 401(k) plans using various record keepers andcustodians. Manage and resolve routine client questions and servicerequests. Assist with fund change processes. Demonstrate proactiveownership of other client service tasks. Internal Client Service: Ensureclient paperwork is in good order and work with operations to timelycorrect any paperwork not in good order Work with the RPS WealthAdvisors to support the internal operational needs of advisory servicesTrack retirement plan establishment and appropriate documents and saveto files and firm's platforms Use Tamarac CRM and record keeperwebsites to enter and retrieve tasks Keep accurate and up to date noteson active tasks. Respond to general inquiries concerning departmentalactivities and operations by relating or referring to establishedpolicies and procedures. Complete Laserfiche filing of client servicedocuments as required. Act as Peer Advisors for new CSC team members.Experience 2 years of experience required, preferably in the financialinvestment industry. Education High school degree or equivalent requiredCertifications /... For full info follow application link. CLA is anequal opportunity employer and all qualified applicants will receiveconsideration for employment without regard to race, color, religion,sex, sexual orientation, gender identity, disability status, protectedveteran status, national origin, or any other characteristic protectedby law. EOE/AA Employer/Vets/Disability APPLICATIONINSTRUCTIONS: Apply Online: ipc.us/t/562FBF0A756149B9

Created: 2026-01-12