CLA (CliftonLarsonAllen) · 1 day ago
Client Service Coordinator - Retirement Plan Services - Minneapolis, Chicago, or Milwaukee
Minneapolis, MN
Full-time
Onsite
Entry Level
$24.50/hr - $35.90/hr
2+ years expCLA (CliftonLarsonAllen) is a top 10 national professional services firm dedicated to creating opportunities for clients and communities. They are seeking a Client Service Coordinator for their Retirement Plan Services team to support client service matters and ensure compliance with operational policies and procedures.
AccountingConsultingOutsourcing
Responsibilities
Prepare & process new account paperwork for retirement plan clients (qualified retirement plans, SEP-IRA’s, SIMPLE-IRA’s, and solo 401(k) plans using various record keepers and custodians
Manage and resolve routine client questions and service requests
Assist with fund change processes
Demonstrate proactive ownership of other client service tasks
Ensure client paperwork is in good order and work with operations to timely correct any paperwork not in good order
Work with the RPS Wealth Advisors to support the internal operational needs of advisory services
Track retirement plan establishment and appropriate documents and save to files and firm’s platforms
Use Tamarac CRM and record keeper websites to enter and retrieve tasks
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
Complete Laserfiche filing of client service documents as required
Act as Peer Advisors for new CSC team members
Qualification
Required
2 years of experience required, preferably in the financial investment industry
High school degree or equivalent required
Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms
Benefits
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Health, dental, vision, 401k and much more
Company
CLA (CliftonLarsonAllen)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
5001-10000 employees
H1B Sponsorship
CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Ray Price
Chief Financial Officer
T
Todd A. Steiner
Outsourcing CFO
Recent News
Morningstar.com
2025-11-04
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2025-07-28
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