Client Experience Coordinator – Wealth Advisory

Jamba Juice; Edmonds (WA); On-site; USD 34,440 - 37,195; Full time

Benefits offered by this job

PTO & Holidays

Medical Insurance

Dental & Vision

401(k) Match

Life & Disability

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 team in Washington. As the first point of contact, you’ll prepare meeting materials, attend meetings, take notes, manage client records, and coordinate follow-up to deliver an exceptional client experience in a fast-paced environment.

Compensation is $25.00–$27.00 per hour, non-exempt, plus a bonus opportunity and a comprehensive benefits

Qualifications

• Experience 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.

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 tasks.
• Answer incoming phone calls and direct clients to the appropriate team member.

Skills

Administrative

Client Service

Communication

Detail-Oriented

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 team in Washington. As the first point of contact, you’ll prepare meeting materials, attend meetings, take notes, manage client records, and coordinate follow-up to deliver an exceptional client experience in a fast-paced environment.

Compensation is $25.00–$27.00 per hour, non-exempt, plus a bonus opportunity and a comprehensive benefits