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Wealth Client Experience Coordinator
Job in
Edmonds, Snohomish County, Washington, 98020, USA
Listed on 2026-08-27
Listing for:
Jambalaya Group
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds, WA, is seeking a Client Service Coordinator who thrives in a fast-paced, client-facing environment. You will serve as the first point of contact, preparing meeting materials, attending meetings, taking notes, and facilitating post-meeting follow-up to ensure a seamless client experience.
The role emphasizes organization, attention to detail, and teamwork.
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