Client Service Coordinator

Puget Sound Wealth Advisors – a Private Wealth Advisory practice of Ameriprise Financial is committed to providing top-notch financial services to our clients. We are seeking a dedicated full-time Client Service Coordinator to join our team and play a key role in ensuring the smooth operation of our front office.

As a Client Service Coordinator, you will be the face of our practice, responsible for handling client needs with a focus on delivering exceptional client service. This role involves a variety of tasks including scheduling, meeting preparation and follow-up, greeting incoming clients, and maintaining the overall tidiness of the office

Responsibilities:

• Manage and coordinate client appointments, ensuring a seamless scheduling process
• Prepare meeting materials and assist with post-meeting follow-up
• Assist with general administrative tasks to support the overall operation of the practice
• Sit in on client meetings and taking notes

Qualifications:

• Previous experience in an administrative role
• Strong organizational and multitasking skills
• Excellent communication and interpersonal abilities
• Communicate with clients in a professional manner
• Detail-oriented with a commitment to quality and accuracy
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Adept with technology

Compensation and Benefits:

• $23-$26 per hour

• Paid Time Off (PTO)
• Paid Holidays
• 70% of premiums paid for health insurance
• 50% of premiums paid for dental and vision insurance
• 401k with a 3% match

How to Apply:

Interested candidates should submit their resume and a cover letter detailing their relevant experience.

Puget Sound Wealth Advisors is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply.