CLA is looking to hire 4 Client Service Coordinators for our shared services center. This job will be performed in office. Summary This role supports the Wealth Advisory Investment Advisory team on a ...
CLA is looking to hire 4 Client Service Coordinators for our shared services center. This job will be performed in office. Summary This role supports the Wealth Advisory Investment Advisory team on a ...
Service Coordinator
Appleton, WI · Hybrid
$19.25 - $24.50/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Appleton, WI · Hybrid
$19.25 - $24.50/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
CLA is looking to hire 4 Client Service Coordinators for our shared services center. This job will be performed in office. Summary This role supports the Wealth Advisory Investment Advisory team on a ...
CLA is looking to hire 4 Client Service Coordinators for our shared services center. This job will be performed in office. Summary This role supports the Wealth Advisory Investment Advisory team on a ...
Service Coordinator
Stevens Point, WI · Hybrid
$19.25 - $24.25/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Stevens Point, WI · Hybrid
$19.25 - $24.25/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Fond Du Lac, WI · Hybrid
$19.50 - $24.75/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Fond Du Lac, WI · Hybrid
$19.50 - $24.75/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Stevens Point, WI · On-site
$19.25 - $24.25/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Stevens Point, WI · On-site
$19.25 - $24.25/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Appleton, WI · On-site
$19.25 - $24.50/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Appleton, WI · On-site
$19.25 - $24.50/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Fond Du Lac, WI · On-site
$19.50 - $24.75/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Fond Du Lac, WI · On-site
$19.50 - $24.75/hr
As a Service Coordinator, you will play a critical part in keeping our service operations running ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
We're looking for a Treasury Shared Services Coordinator to join our Corporate Treasury team. This ... service. Attention to Detail & Problem Solving Produces accurate, high-quality work while managing ...
We're looking for a Treasury Shared Services Coordinator to join our Corporate Treasury team. This ... service. Attention to Detail & Problem Solving Produces accurate, high-quality work while managing ...
Manager of Shared Services
Towson, MD · On-site
$77K/yr
Develops, implements, and maintains shared-service operational procedures. * Oversees operational workflows for travel, payroll coordination, scheduling, purchasing, facilities coordination, event ...
Manager of Shared Services
Towson, MD · On-site
$77K/yr
Develops, implements, and maintains shared-service operational procedures. * Oversees operational workflows for travel, payroll coordination, scheduling, purchasing, facilities coordination, event ...
Service Coordinator
Milwaukee, WI · Hybrid
$19.50 - $24.75/hr
We have an exciting opportunity for a Service Coordinator located in Milwaukee, WI. How you will ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Milwaukee, WI · Hybrid
$19.50 - $24.75/hr
We have an exciting opportunity for a Service Coordinator located in Milwaukee, WI. How you will ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Charlotte, NC · On-site
$19.25 - $24.50/hr
A FirstCall Mechanical Company SERVICE COORDINATOR Location: Charlotte, NC WHO IS FIRSTCALL ... May need to work in a shared office space with other coordinators. Physical Demands Requires ...
Service Coordinator
Charlotte, NC · On-site
$19.25 - $24.50/hr
A FirstCall Mechanical Company SERVICE COORDINATOR Location: Charlotte, NC WHO IS FIRSTCALL ... May need to work in a shared office space with other coordinators. Physical Demands Requires ...
We're looking for a Treasury Shared Services Coordinator to join our Corporate Treasury team. This ... service. Attention to Detail & Problem Solving Produces accurate, high-quality work while managing ...
We're looking for a Treasury Shared Services Coordinator to join our Corporate Treasury team. This ... service. Attention to Detail & Problem Solving Produces accurate, high-quality work while managing ...
A Service Coordinator (SC) ensures the delivery of outlined client services for multiple programs ... shared by all. MyPath is an Equal Opportunity Employer (EOE) committed to fostering a diverse ...
A Service Coordinator (SC) ensures the delivery of outlined client services for multiple programs ... shared by all. MyPath is an Equal Opportunity Employer (EOE) committed to fostering a diverse ...
EFM Shared Services Coordinator - Wholesales
Saint Louis, MO · On-site
$19.33 - $21.25/hr
The EFM Shared Services Coordinator position will be responsible for processing sales for multiple ... The ideal candidate will possess exceptional customer service, organizational and communication ...
New
EFM Shared Services Coordinator - Wholesales
Saint Louis, MO · On-site
$19.33 - $21.25/hr
The EFM Shared Services Coordinator position will be responsible for processing sales for multiple ... The ideal candidate will possess exceptional customer service, organizational and communication ...
New
Revenue Cycle Shared-Service Implementation Lead, Design Integration (Senior Consultant)
Arlington, VA · On-site
Serve as shared-service lead, coordinating standardized revenue cycle operations between UBO Enterprise and the MTFs. * Own billing system integration, owning the integration of policy, operational ...
Revenue Cycle Shared-Service Implementation Lead, Design Integration (Senior Consultant)
Arlington, VA · On-site
Serve as shared-service lead, coordinating standardized revenue cycle operations between UBO Enterprise and the MTFs. * Own billing system integration, owning the integration of policy, operational ...
Service Coordinator
Milwaukee, WI · On-site
$19.50 - $24.75/hr
We have an exciting opportunity for a Service Coordinator located in Milwaukee, WI. How you will ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Milwaukee, WI · On-site
$19.50 - $24.75/hr
We have an exciting opportunity for a Service Coordinator located in Milwaukee, WI. How you will ... A significant portion of our profits is shared with employees through bonus programs * Generous PTO ...
Service Coordinator
Irwindale, CA · On-site
$24.25 - $39.14/hr
At SG/PRC, our work is guided by compassion, collaboration, integrity, and a shared commitment to ... Position Description Reporting to the Adult Residential I Manager, the Service Coordinator provides ...
Service Coordinator
Irwindale, CA · On-site
$24.25 - $39.14/hr
At SG/PRC, our work is guided by compassion, collaboration, integrity, and a shared commitment to ... Position Description Reporting to the Adult Residential I Manager, the Service Coordinator provides ...
Service Coordinator
$24.25 - $39.14/hr
At SG/PRC, our work is guided by compassion, collaboration, integrity, and a shared commitment to ... Position Description Reporting to the Manager of Pre-school Services V, the Service Coordinator ...
Service Coordinator
$24.25 - $39.14/hr
At SG/PRC, our work is guided by compassion, collaboration, integrity, and a shared commitment to ... Position Description Reporting to the Manager of Pre-school Services V, the Service Coordinator ...
Service Coordinator
Pomona, CA · On-site
$24.25 - $39.14/hr
At SG/PRC, our work is guided by compassion, collaboration, integrity, and a shared commitment to ... Position Description Reporting to the Manager of Transition Services IV, the Service Coordinator ...
Service Coordinator
Pomona, CA · On-site
$24.25 - $39.14/hr
At SG/PRC, our work is guided by compassion, collaboration, integrity, and a shared commitment to ... Position Description Reporting to the Manager of Transition Services IV, the Service Coordinator ...
Shared Service Coordinator information
See salary details
$13.46 - $15.34
4% of jobs
$15.34 - $17.22
7% of jobs
$19.03 is the 25th percentile. Wages below this are outliers.
$17.22 - $19.10
14% of jobs
$19.10 - $20.98
19% of jobs
The median wage is $21.41 / hr.
$20.98 - $22.86
23% of jobs
$23.67 is the 75th percentile. Wages above this are outliers.
$22.86 - $24.74
16% of jobs
$24.74 - $26.62
7% of jobs
$26.62 - $28.50
4% of jobs
$28.50 - $30.38
2% of jobs
$30.38 - $32.26
1% of jobs
$32.26 - $34.13
1% of jobs
$13
$22
$34
How much do shared service coordinator jobs pay per hour?

Client Services Coordinator - Wealth Advisory - Shared Services Center
King Of Prussia, PA
$32/hr
Full-time
Medical, Dental, Vision, Retirement
Re-posted 21 days ago
CliftonLarsonAllen rating
7.4
Based on 26 frontline employees who took The Breakroom Quiz
15th of 17 rated bookkeepers and accountants
Job description
CLA is dedicated to building a 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 4 Client Service Coordinators for our shared services center.
This job will be performed in office.
Summary
This role supports the Wealth Advisory Investment Advisory team on a national level. They handle client service matters through timely and efficient communication, processing of client paperwork and client requests while following best practices as outlined by Wealth Advisory leadership. They are open to feedback and learning opportunities and have an overall understanding of and compliance with Wealth Advisory operations, policies and procedures. This role is primarily an internal facing position - however, there will be instances where communication with clients and fund administrators will be needed.
External Client Service:
Prepare & process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).
Manage and resolve routine client questions and service requests.
Receive and process client money movements (check blotter, deposits, withdrawals, etc.).
Add new features to existing accounts.
Conduct Inspira transfer forms for capital calls as needed/required.
Complete Wealth Advisory mail processing.
Demonstrate proactive ownership of all other client service tasks.
Internal Client Service:
Ensure client paperwork is in good order and work with operations to timely correct any not in good order paperwork.
Work with the Wealth Advisors to support the internal operational needs of advisory and financial planning.
Track account transfers and provide updates to relevant parties.
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.
Work with custodians to get any requested features set up.
Complete Laserfiche filing of client service documents as required.
Act as Peer Advisors for new CSC team members.
Experience
2 years of experience required, preferably in the financial investment industry.
Education
High school degree or equivalent required
Certifications / Licenses
None required
Technical Competencies
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.
Organizational Interfaces
This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators.
Travel Requirements
This position requires <10% travel.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in Minnesota is: $25 - $32 per hour.
The compensation range for this position in Washington is: $25 - $32 per hour.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
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About CliftonLarsonAllen
Sourced by ZipRecruiter
CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.
Industry
Accounting services
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
2012