Client Experience Coordinator, Wealth Advisory

Ameriprise Financial Services, LLC; Edmonds (WA); On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

PTO & holidays

Medical insurance

Dental & Vision

401(k) with employer match

Life and Disability insurance

Job summary

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a motivated Client Service Coordinator to join our Edmonds, WA team. You will provide administrative and operational support, helping advisors deliver an exceptional client experience while keeping office operations efficient.

The role involves preparing meeting materials, attending meetings, taking notes, and coordinating follow-up, along with maintaining client records and handling day-to-day

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.
• Proficient in learning and using technology and business systems.
• Experience in financial services is a plus but is not required.

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

Administrative experience

Organized

Detail-oriented

Multitasking

Communication

Team player

Customer service

Tools

Microsoft Office

Job description

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a motivated Client Service Coordinator to join our Edmonds, WA team. You will provide administrative and operational support, helping advisors deliver an exceptional client experience while keeping office operations efficient.

The role involves preparing meeting materials, attending meetings, taking notes, and coordinating follow-up, along with maintaining client records and handling day-to-day