Client Experience & Admin Coordinator

Jambalaya Group; Edmonds (WA); Hybrid; USD 34,000 - 37,000; Full time

Benefits offered by this job

Paid Time Off

Medical insurance (70% employer-paid)

Dental and Vision insurance (50%%)

401(k) with employer match

Group Life and Disability insurance

Job summary

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, seeks a motivated Client Service Coordinator. You will be the first contact for clients, supporting advisors and ensuring a smooth, personalized client experience in a fast-paced office.

Responsibilities include preparing materials, attending meetings, note-taking, and keeping client records up to date while handling general admin tasks and calls with a professional demeanor.

Qualifications

• Experienced in administrative, client service, or office support roles.
• Highly organized with strong attention to detail and ability to manage multiple priorities.
• Professional, personable communication with clients; comfortable with technology.
• Experience in financial services is a plus but not required.

Responsibilities

• Prepare client meeting materials and ensure advisors are organized for appointments.
• Attend client meetings, take detailed notes, and assist with follow-up.
• Coordinate post-meeting action items and client communications.
• Maintain accurate client records and documentation.
• Assist with general office administration and day-to-day tasks.
• Assist with answering incoming calls and direct clients to the appropriate team member.
• Support the team in delivering a seamless and personalized client experience.

Skills

Administrative support

Client service

Organizational skills

Microsoft Office

Effective communication

Tools

Word

Excel

Outlook

Job description

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, seeks a motivated Client Service Coordinator. You will be the first contact for clients, supporting advisors and ensuring a smooth, personalized client experience in a fast-paced office.

Responsibilities include preparing materials, attending meetings, note-taking, and keeping client records up to date while handling general admin tasks and calls with a professional demeanor.