Client Service Coordinator

Jambalaya Group; Washington (District of Columbia); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Performance-based bonus

Paid Time Off (PTO) and holidays

Medical insurance (70% employer-paid)

Job summary

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, Edmonds, WA, is seeking a Client Service Coordinator to join our growing team. You will be the first point of contact, handling client interactions with professionalism and care.

The role focuses on preparing meeting materials, taking notes, coordinating post-meeting tasks, maintaining records, and supporting advisors to deliver a seamless client experience.

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.
• Comfortable learning and using technology and business systems.

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.

Skills

Client service

Organizational skills

Communication

Microsoft Office

Team player

Tools

Microsoft Office

Job description

Job Description

Job Description

Client Service Coordinator

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise FinancialEdmonds, WashingtonJoin a Team That Makes a DifferencePuget 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.

• 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.

RequirementsQualifications

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.

BenefitsCompensation & Benefits

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