Client Experience Coordinator – Wealth Advisory

Jambalaya Group; Edmonds, Northern (WA, KY); Hybrid; USD 34,000 - 37,000; Full time

Benefits offered by this job

Paid Time Off

Medical insurance

Dental and Vision insurance

401(k) with employer match

Group 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 in Edmonds, WA. You will be the first point of contact, delivering an exceptional client experience while supporting our advisors and helping the practice run smoothly.

In this highly organized, fast-paced role, you’ll prepare meeting materials, attend client meetings, take notes, manage follow-up, and maintain accurate client records.

Qualifications

• Experience in administrative or client service roles.
• Highly organized with strong attention to detail.
• Able to manage multiple priorities while maintaining accuracy.
• Professional, personable communication with clients.
• Familiarity with financial services is a plus but not required.

Responsibilities

• Prepare client meeting materials and organize appointments.
• Attend meetings, take notes, and assist with follow-up.
• Coordinate post-meeting actions and client communications.
• Maintain accurate client records and documentation.
• Support general office administration and day-to-day tasks.
• Assist with answering calls and direct clients to the right team.
• Help deliver a seamless, personalized client experience.

Skills

Excellent communication

Client service experience

Organizational skills

Microsoft Office

Administrative support

Team player

Tools

Microsoft Office

Job description

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a motivated Client Service Coordinator in Edmonds, WA. You will be the first point of contact, delivering an exceptional client experience while supporting our advisors and helping the practice run smoothly.

In this highly organized, fast-paced role, you’ll prepare meeting materials, attend client meetings, take notes, manage follow-up, and maintain accurate client records.