Client Experience Coordinator – Wealth Advisory

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

Benefits offered by this job

PTO & holidays

Medical insurance

Dental & Vision insurance

401(k) with employer match

Group Life & Disability

Job summary

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a motivated Client Service Coordinator in Edmonds, WA. This role is the first point of contact for clients, supporting advisors and the team to deliver exceptional service.

The position emphasizes organization, attention to detail, and the ability to manage multiple priorities in a fast-paced environment, with a focus on delivering personalized client experiences.

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.
• 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.
• Support the team in delivering a seamless and personalized client experience.

Skills

Administrative experience

Client service

Microsoft Office

Communication skills

Detail-oriented

Team player

Professional demeanor

Financial services experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a motivated Client Service Coordinator in Edmonds, WA. This role is the first point of contact for clients, supporting advisors and the team to deliver exceptional service.

The position emphasizes organization, attention to detail, and the ability to manage multiple priorities in a fast-paced environment, with a focus on delivering personalized client experiences.