Client Experience Coordinator - Wealth Advisory

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

Benefits offered by this job

PTO & holidays

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Group Life & Disability insurance

Job summary

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, is seeking a Client Service Coordinator to be the first point of contact for clients and to support advisors with administrative tasks. The role emphasizes delivering exceptional client experiences in a collaborative, professional environment.

The successful candidate will prepare meeting materials, attend meetings, take notes, coordinate follow-ups, maintain records, and assist with

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 operational tasks.
• Assist with answering incoming phone 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

Microsoft Office

Organized

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, is seeking a Client Service Coordinator to be the first point of contact for clients and to support advisors with administrative tasks. The role emphasizes delivering exceptional client experiences in a collaborative, professional environment.

The successful candidate will prepare meeting materials, attend meetings, take notes, coordinate follow-ups, maintain records, and assist with