Client Experience Coordinator — Financial Services
Listed on 2026-10-18
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, Edmonds, WA, is seeking a Client Service Coordinator to join our growing team. You will be the first point of contact, handling client interactions with professionalism and care.
The role focuses on preparing meeting materials, taking notes, coordinating post-meeting tasks, maintaining records, and supporting advisors to deliver a seamless client experience.
We are looking to fill the Client Experience Coordinator — Financial Services position at Jambalaya Group in Washington, DC, United States.
Join us at Jambalaya Group as our next Client Experience Coordinator — Financial Services in Washington, DC, United States.
We are currently recruiting a Client Experience Coordinator — Financial Services for our team in Washington, DC, United States.
This is an excellent opening to take on the Client Experience Coordinator — Financial Services role at Jambalaya Group.
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