Client Experience Coordinator

Jamba Juice; Edmonds (WA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

PTO and holidays

Medical insurance

Dental and Vision insurance

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 Client Service Coordinator to support our advisors and client experience. You will handle administrative tasks, schedule and prepare client meetings, and help with follow-up and documentation in a fast-paced setting.

The role emphasizes organization, strong communication, and a collaborative, professional environment with opportunities to contribute to a growing practice.

Qualifications

• Experienced in an administrative, client service, or office support role.
• Strong organizational and detail-oriented work style.
• Excellent communication with clients and team members.
• Ability to manage multiple priorities and stay accurate.

Responsibilities

• Prepare client meeting materials and ensure advisors are organized for appointments.
• Attend client meetings, take detailed notes, and assist with meeting 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 operational tasks.
• Answer incoming calls and direct clients to the appropriate team member.
• Support the team in delivering a seamless and personalized client experience.

Skills

Administrative experience

Client service

Organized

Attention to detail

Communication skills

Multi-tasking

Tools

Microsoft Office

Job description

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, seeks a Client Service Coordinator to support our advisors and client experience. You will handle administrative tasks, schedule and prepare client meetings, and help with follow-up and documentation in a fast-paced setting.

The role emphasizes organization, strong communication, and a collaborative, professional environment with opportunities to contribute to a growing practice.