Client Experience Coordinator — Financial Services

Jambalaya Group; Washington (District of Columbia); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Performance-based bonus

Paid Time Off (PTO) and holidays

Medical insurance (70% employer-paid)

Job summary

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, Edmonds, WA, is seeking a Client Service Coordinator to join our growing team. You will be the first point of contact, handling client interactions with professionalism and care.

The role focuses on preparing meeting materials, taking notes, coordinating post-meeting tasks, maintaining records, and supporting advisors to deliver a seamless client experience.

Qualifications

• Experienced in an administrative, client service, or office support role.
• Exceptionally organized with strong attention to detail.
• Able to manage multiple priorities while maintaining accuracy.
• Professional, personable, and confident communicating with clients.
• Comfortable learning and using technology and business systems.

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.
• Assist with answering incoming phone calls and direct clients to the appropriate team member.

Skills

Client service

Organizational skills

Communication

Microsoft Office

Team player

Tools

Microsoft Office

Job description

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, Edmonds, WA, is seeking a Client Service Coordinator to join our growing team. You will be the first point of contact, handling client interactions with professionalism and care.

The role focuses on preparing meeting materials, taking notes, coordinating post-meeting tasks, maintaining records, and supporting advisors to deliver a seamless client experience.