Client Service Coordinator

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

Client Service Coordinator

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial
Edmonds, Washington

Join a Team That Makes a Difference

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is looking for a motivated, organized, and client-focused Client Service Coordinator to join our growing team.

We are passionate about helping individuals, families, and business owners feel confident about their financial future through personalized financial planning and investment advice. As the first point of contact for many of our clients, you'll play an essential role in creating exceptional client experiences while supporting our advisors and helping our practice operate efficiently.

If you enjoy building relationships, staying organized, and working in a collaborative, professional environment, we'd love to hear from you.

Position Summary

The Client Service Coordinator serves as a key member of our client service team, providing administrative and operational support while delivering an exceptional client experience. This position is ideal for someone who is highly organized, detail-oriented, enjoys working with people, and thrives in a fast-paced environment.

Key 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.

Why Join Puget Sound Wealth Advisors?

At Puget Sound Wealth Advisors, you'll become part of a supportive, collaborative team that values professionalism, continuous learning, and exceptional client service. We are committed to helping our employees grow while making a meaningful impact in the lives of our clients every day.

Equal Opportunity Employer

Puget Sound Wealth Advisors is proud to be an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive workplace where everyone has the opportunity to succeed.

A background check will be conducted as part of the hiring process. Employment is contingent upon the successful completion of the background check in accordance with applicable laws.

Qualifications

We're looking for someone who is:

• 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.
• Proficient in Microsoft Office (Word, Excel, and Outlook).
• Comfortable learning and using technology and business systems.
• A proactive team player with a positive attitude and strong work ethic.
• Experience in financial services is a plus but is not required.

Compensation & Benefits

Compensation

• $25.00–$27.00 per hour, based on experience
• Non-exempt position
• Performance-based bonus opportunity

Benefits

• Paid Time Off (PTO) and paid holidays
• Medical insurance (70% employer-paid premium)
• Dental and Vision insurance (50% employer-paid premium)
• 401(k) with employer match
• Group Life and Disability insurance