Client & Admin Coordinator
Listed on 2026-10-18
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, seeks a motivated Client Service Coordinator. You will be the first contact for clients, supporting advisors and ensuring a smooth, personalized client experience in a fast-paced office.
Responsibilities include preparing materials, attending meetings, note-taking, and keeping client records up to date while handling general admin tasks and calls with a professional demeanor.
The Client Experience & Admin Coordinator position in the Management & Operations, Sales field is open for applications.
Learn more about the Client Experience & Admin Coordinator role in the description above.
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