Client Service Coordinator

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

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Client Service Coordinator to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals.

Job Purpose:

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

Responsibilities:

• Answer phones and connect with appropriate team member
• Prepare meeting materials and assist with post-meeting follow-up
• Greet and welcome incoming clients, creating a positive and professional first impression
• Maintain the cleanliness and organization of the front office and common areas
• Attend client meetings, providing support and detailed notetaking
• Assist with general administrative tasks to support the overall operation of the practice

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 accuracy
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Adept with technology

Compensation and Benefits:

• Base compensation: $23-$25 per hour, depending on experience.
• Non-Exempt
• Potential bonus compensation based on performance.
• Comprehensive benefits package including:
• Paid Time Off (PTO) and paid holidays
• Medical insurance (70% of premiums paid)
• Dental and Vision insurance (50% of premiums paid)
• 401(k) plan with employer match
• Group Life and Disability insurance

How to Apply:

If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team’s success.

Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team.

Equal Opportunity Employer:

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