Client Service Specialist
Jambalaya Group•Edmonds, WA
•$31 - $38•Hybrid
About The Position
Sage Advisor Group is seeking a Client Service Specialist to join their team in Edmonds, WA. This hybrid role, initially in-office, is full-time and offers a career path for growth within a growing financial advisory practice. The position is designed for individuals passionate about creating exceptional client experiences, building relationships, improving processes, and becoming a trusted resource. The role emphasizes professional development, with opportunities for industry licensing and advancement into operational leadership and practice management roles.
Requirements
- Enjoys working directly with clients and building strong relationships
- Communicates clearly and professionally, both verbally and in writing
- Highly organized, detail-oriented, and committed to excellence
- Takes ownership of responsibilities and follows through on commitments
- Enjoys learning, problem-solving, and improving processes
- Thrives in a collaborative, team-focused environment
- Demonstrates integrity and professionalism in all interactions
- Prior client service experience
- Interest in building a long-term career within the financial services industry
- Willingness to pursue licensing within a one-to-two-year timeframe
Nice To Haves
- Financial services experience is a plus
- Bachelor's degree is preferred but not required
Responsibilities
- Serve as the first point of contact for clients by answering incoming calls and acting as a professional gatekeeper for the practice
- Create an exceptional client scheduling experience and coordinate meetings efficiently
- Prepare client meeting materials and assist with meeting preparation
- Follow up with clients regarding service requests and ensure timely resolution
- Process simple trades and money movement requests
- Support account maintenance and client service workflows
- Maintain accurate documentation and follow established procedures
- Identify opportunities to improve the client experience and internal processes
- Collaborate with advisors and team members to support the overall success of the practice
Benefits
- Health benefits/HRA
- 401(k)
- Paid time off
- Paid holidays
- Professional development and licensing support
- Clear career advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
