Wealth Client Experience Coordinator

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

Benefits offered by this job

PTO & holidays

Medical insurance

Dental and Vision insurance

401(k) with employer match

Life and 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 who thrives in a fast-paced, client-facing environment. You will serve as the first point of contact, preparing meeting materials, attending meetings, taking notes, and facilitating post-meeting follow-up to ensure a seamless client experience.

The role emphasizes organization, attention to detail, and teamwork.

Qualifications

• Experience in an administrative, client service, or office support role.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities while maintaining accuracy.
• Professional, personable communication with clients.
• Proficient in Microsoft Word, Excel, and Outlook.
• Experience in financial services is a plus but 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

Organizational skills

Attention to detail

Communication with clients

Multitasking

Microsoft Office proficiency

Tools

Microsoft Office

Job description

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, is seeking a Client Service Coordinator who thrives in a fast-paced, client-facing environment. You will serve as the first point of contact, preparing meeting materials, attending meetings, taking notes, and facilitating post-meeting follow-up to ensure a seamless client experience.

The role emphasizes organization, attention to detail, and teamwork.