Client Service Coordinator
Edmondsonsitemid$52K – $56K
Posted 1mo ago · via Workable
About this role
Client Service Coordinator Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington Join a Team That Makes a Difference Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is looking for a motivated, organized, and client-focused Client Service Coordinator to join our growing team. We are passionate about helping individuals, families, and business owners feel confident about their financial future through personalized financial planning and investment advice. As the first point of contact for many of our clients, you'll play an essential role in creating exceptional client experiences while supporting our advisors and helping our practice operate efficiently.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Edmonds. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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