Client Experience Coordinator

Current

Burlington (WA)

On-site

USD 42,000 - 62,000

Full time

13 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Current is seeking a full-time Client Service Administrator in Burlington, WA to support Relationship Owners with proactive administrative duties and exceptional client service. The role involves handling documents, scheduling, and CRM updates in a fast-paced environment.

You will liaise with clients, coordinate meetings, manage communications, and ensure accurate, timely deliverables while maintaining a professional, collaborative approach across teams.

Qualifications

  • High school diploma or equivalent required.
  • 2+ years of increasingly responsible administrative experience.
  • Experience in professional services or client-facing environments preferred.
  • Must have a valid driver’s license and reliable transportation.

Responsibilities

  • Provide proactive, high-level administrative support to Relationship Owners (ROs) and team members.
  • Maximize efficiency for accounting professionals and firm operations.
  • Build strong relationships with clients through thoughtful service.
  • Ensure quality in all deliverables by adhering to firm policies and taking initiative.

Skills

Microsoft Office
Communication
Attention to detail
Organization
Service orientation
Independent & collaborative work

Education

High school diploma or equivalent

Job description

Current is seeking a full-time Client Service Administrator in Burlington, WA to support Relationship Owners with proactive administrative duties and exceptional client service. The role involves handling documents, scheduling, and CRM updates in a fast-paced environment.

You will liaise with clients, coordinate meetings, manage communications, and ensure accurate, timely deliverables while maintaining a professional, collaborative approach across teams.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Client Services & Admin Coordinator
Client Services & Admin Coordinator

Current • New Jersey

On-site
USD 45,000 - 65,000
Health insurance
Dental insurance
Vision insurance
+2
Client Services Specialist | Proactive Admin & Client Support
Client Services Specialist | Proactive Admin & Client Support

Larson Gross • Burlington (WA)

On-site
USD 52,000 - 66,000
Health, Dental, and Vision Insurance
401(k) plan with employer contribution
Learning and development opportunities
Client Services Administrator
Client Services Administrator

Newman Group Search • Bellevue (WA)

On-site
USD 40,000 - 56,000
Senior Client Service Specialist - Wealth Management
Senior Client Service Specialist - Wealth Management

JCW Group • Bellevue (WA)

On-site
USD 85,000 - 115,000
Client Experience Coordinator - Wealth Advisory
Client Experience Coordinator - Wealth Advisory

Jambalaya Group • Edmonds (WA)

On-site
USD 34,000 - 37,000
Paid Time Off
Health insurance
Dental and Vision insurance
+1
Client Experience Concierge
Client Experience Concierge

Harlow Wealth Management, Inc. • Vancouver (WA)

On-site
USD 40,000 - 52,000
Client Experience Specialist — Financial Advisory Support
Client Experience Specialist — Financial Advisory Support

Allworth Airline Advisors (Formerly RAA) • Vancouver (WA)

On-site
USD 60,000 - 68,000
Medical insurance
Dental insurance
Vision insurance
+2
Client Success Coordinator
Client Success Coordinator

Checksammy • Addison (TX)

On-site
USD 55,000 - 75,000
Client Services Coordinator – Wealth Advisory (Bellevue)
Client Services Coordinator – Wealth Advisory (Bellevue)

Newman Group Search • Bellevue (WA)

On-site
USD 40,000 - 56,000
Client Relationship Manager
Client Relationship Manager

USAFrance Financials Group • United States

Hybrid
USD 45,000 - 65,000