Client Service Coordinator
Client Service Coordinator
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Job Description
Puget Sound Wealth Advisors a Private Wealth Advisory practice of Ameriprise Financial is committed to providing topnotch financial services to our clients. We are seeking a dedicated fulltime Client Service Coordinator to join our team and play a key role in ensuring the smooth operation of our front office.
As a Client Service Coordinator you will be the face of our practice responsible for handling front office client needs with a focus on delivering exceptional client service. This role involves a variety of tasks including meeting preparation and followup greeting incoming clients and maintaining the overall tidiness of the front office and meeting spaces.
Responsibilities:
- Answer phones and connect with appropriate team member
- Prepare meeting materials and assist with postmeeting followup
- Greet and welcome incoming clients creating a positive and professional first impression
- Maintain the cleanliness and organization of the front office and common areas
- Assist with meetings notes as needed
- Assist with general administrative tasks to support the overall operation of the practice
Qualifications:
- Previous experience in an administrative role
- Strong organizational and multitasking skills
- Excellent communication and interpersonal abilities
- Communicate with clients in a professional manner
- Detailoriented with a commitment to accuracy
- Proficient in Microsoft Office Suite (Word Excel Outlook)
- Adept with technology
Compensation and Benefits:
- $23$25 per hour
- Paid Time Off (PTO)
- Paid Holidays
- 50 of premiums paid for health dental and vision insurance
- 401k with a 3 match
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their relevant experience.
Puget Sound Wealth Advisors is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply.
Required Experience:
IC
Employment Type
Full-Time
