Client Service Coordinator Client Service Coordinator …

Client Service Coordinator Client Service Coordinator Pasadena, CA/en-US/CLA/job/Pasadena-CA/Client-Service-Coordinator_R4810/apply

At CLA, we create inspired careers. We want to know you, but also help you grow your career! CLA is seeking to hire Client Service Coordinator to join our Internal Operations team in Pasadena, CA.

The Client Service Coordinator provides support to the client by conducting specific service activities (generally in assurance and tax) and direct client support. They support the services team leaders (generally in assurance and tax) in managing the business functions and growth through marketing activities.

If you are looking for a fulfilling opportunity, enjoy multitasking and working with multiple people, we should talk! You will perform the following responsibilities:

As a Client Service Coordinator within our Internal Operations Team, you will perform the following:

Job Responsibilities:

• Friendly, helpful, and responsive to clients when they call or are in the office
• Thrives working in a deadline-driven environment and handle multiple projects/tasks simultaneously
• Self-motivated, and enjoys the challenge of identifying and finding solutions
• Must be able to work independently and within a team environment
• Manages the front desk by answering phone calls, sorting mail, creating shipping labels, charging shipping costs to clients
• Assemble and deliver financial statements
• Perform cash, AR, and other confirmations with the assurance teams
• Prepare engagement agreements
• Prepare and e-mail/mail tax organizers
• Organize and scan client documents
• Assemble final tax returns and prepare extensions
• E-file tax returns and monitor for acceptance/rejection
• Support and manage client deadlines through our workflow management tool, XCM
• Proactively manage database and workflow systems to ensure accurate maintenance of client data
• Respond to client needs on behalf of tax team as needed to assist in time and workflow management
• Set up new clients in multiple software systems
• Participate in local, regional, and firmwide teams to serve our clients
• Must maintain confidentiality

Internal Support:

• Proactively support team leader in managing one of the following services: assurance and/or tax practices
• Review and analyze documents, identify solutions and assist when needed to support additional team members
• Support multiple service lines to ensure processing, facilitating, tracking, reporting, etc.
• Must be adaptable, meet timelines / deadlines, flexible and team oriented
• Must be organized, detail oriented; as well as other activities may be assigned
• Must be comfortable working with computers/technology to complete assigned work and to assist CLA IT and office with office equipment troubleshooting

Education minimum requirements:

• 3 or more years of related experience
• Professional services industry experience, a plus
• High school degree or high school equivalency. Associate or Bachelor's degree, a plus

CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Click to learn about your hiring rights.

Posted 2 Days AgoFull timeR4810

Start your inspired career
When you join CLA, youll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. Its not so much about climbing a ladder or acquiring new titles its the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

to see why people join CLA.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,200 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. Learn more at . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. to learn more about CLAs benefit offerings.

CLA is an equal opportunity employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities

to learn about your hiring rights.