Client Service Coordinator
About The Position
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.
Requirements
- 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
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
Benefits
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
