Puget Sound Wealth Advisors a Private Wealth Advisory practice of Ameriprise Financial is committed to providing top-notch financial services to our clients.
We are seeking a dedicated full-time 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 scheduling, meeting preparation and follow-up, greeting incoming clients, and maintaining the overall tidiness of the office.
Responsibilities :
- Manage and coordinate client appointments, ensuring a seamless scheduling process
- Prepare meeting materials and assist with post-meeting follow-up
- Greet and welcome incoming clients, creating a positive and professional first impression in person and over the phone
- Maintain the cleanliness and organization of the front office and common areas
- 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
- Detail-oriented with a commitment to quality and 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
- 70% of premiums paid for health insurance
- 50% of premiums paid for 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.
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