More jobs:
Client Experience Coordinator – Wealth Advisory
Job in
Edmonds, Snohomish County, Washington, 98020, USA
Listed on 2026-08-30
Listing for:
Jambalaya Group
Full Time
position Listed on 2026-08-30
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, is seeking a motivated Client Service Coordinator in Edmonds, WA. You will be the first point of contact, delivering an exceptional client experience while supporting our advisors and helping the practice run smoothly.
In this highly organized, fast-paced role, you’ll prepare meeting materials, attend client meetings, take notes, manage follow-up, and maintain accurate client records.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×