More jobs:
Client Experience Coordinator, Wealth Advisory
Job in
Edmonds, Snohomish County, Washington, 98020, USA
Listed on 2026-09-04
Listing for:
Ameriprise Financial Services, LLC
Full Time
position Listed on 2026-09-04
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a motivated Client Service Coordinator to join our Edmonds, WA team. You will provide administrative and operational support, helping advisors deliver an exceptional client experience while keeping office operations efficient.
The role involves preparing meeting materials, attending meetings, taking notes, and coordinating follow-up, along with maintaining client records and handling day-to-day
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