Client Experience Specialist - Financial Planning

Jambalaya Group; Edmonds (WA); Hybrid; USD 43,000 - 52,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Job summary

Sage Advisor Group in Edmonds, WA is hiring a Client Service Specialist to join our team. This role focuses on delivering exceptional client experiences, building trusted relationships, and supporting service workflows as part of a growing financial advisory practice.

The position begins in-office to train and integrate with the team, with potential for a hybrid schedule later. A clear career path includes licensing milestones and leadership opportunities within the service experience team.

Qualifications

• Excellent client service and relationship-building abilities.
• Clear and professional verbal and written communication.
• Strong organizational skills with attention to detail.

Responsibilities

• Serve as primary contact for clients via calls and scheduling.
• Prepare meeting materials and assist with meeting prep.
• Follow up on service requests and ensure timely resolution.
• Process simple trades and money movement requests.
• Support account maintenance and client service workflows.
• Identify opportunities to improve client experience and internal processes.

Skills

Client relations

Communication

Organizational skills

Problem solving

Team collaboration

Education

Bachelor’s degree (preferred)

Job description

Sage Advisor Group in Edmonds, WA is hiring a Client Service Specialist to join our team. This role focuses on delivering exceptional client experiences, building trusted relationships, and supporting service workflows as part of a growing financial advisory practice.

The position begins in-office to train and integrate with the team, with potential for a hybrid schedule later. A clear career path includes licensing milestones and leadership opportunities within the service experience team.