Client Experience Coordinator - Wealth Advisory

Jambalaya Group; Edmonds (WA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Paid Time Off

Health insurance

Dental and Vision insurance

401(k) with employer match

Job summary

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, is seeking a motivated Client Service Coordinator to deliver exceptional client experiences and support our advisors.

As the first contact for clients, you will prepare meeting materials, take detailed notes, organize records, and coordinate post-meeting actions while thriving in a fast-paced environment. Competitive hourly pay and benefits offered.

Qualifications

• Experience in administrative, client service, or office support roles.
• Highly organized with strong attention to detail.
• Ability to manage multiple priorities while maintaining accuracy.
• Professional, personable communication with clients.
• Proficient in Word, Excel, and Outlook.
• Comfortable learning business systems and technology.

Responsibilities

• Prepare client meeting materials and organize for appointments.
• Attend meetings, take notes, and assist with 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 calls and direct clients to the appropriate team member.

Skills

Administrative experience

Client service

Office support

Detail-oriented

Microsoft Office

Communication

Team player

Tools

Microsoft Office Suite

Job description

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, is seeking a motivated Client Service Coordinator to deliver exceptional client experiences and support our advisors.

As the first contact for clients, you will prepare meeting materials, take detailed notes, organize records, and coordinate post-meeting actions while thriving in a fast-paced environment. Competitive hourly pay and benefits offered.