Client Experience Specialist — Financial Planning

Jambalaya Group; Poulsbo (WA); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Health benefits/HRA

401(k)

Paid time off

Paid holidays

Professional development and licensing

Job summary

Sage Advisor Group in Poulsbo, WA, is hiring a Client Service Specialist to support clients, advisors, and daily operations with an emphasis on delivering an exceptional client experience. Prior financial services experience is not required; training is provided.

The role focuses on client interactions, meeting coordination, documentation, and facilitating smooth service delivery in a collaborative, small-office environment.

Qualifications

• Friendly, professional, and genuinely client-focused.
• Organized, dependable, and detail-oriented.
• Strong verbal and written communicator.
• Comfortable learning new technology and software applications.
• Able to prioritize tasks and manage multiple responsibilities.

Responsibilities

• Serve as a primary point of contact for clients by responding to requests and answering incoming phone calls.
• Document client interactions and maintain accurate information using client relationship management software.
• Manage appointments, calendars, reminders, and client follow-up items.
• Prepare reports, forms, and documents for client meetings.
• Prepare and process client paperwork, including scanning, filing, and maintaining electronic records.
• Assist with onboarding new clients and establishing client accounts.
• Process client service requests, account maintenance items, and money movement requests.
• Maintain accurate records and compliance documentation.
• Troubleshoot and resolve issues using internal systems, available resources, and vendor support teams.
• Coordinate client events and educational workshops.
• Order office supplies and help maintain an organized, professional office environment.
• Assist with special projects and other administrative responsibilities as needed.
• Collaborate with advisors and team members to provide an exceptional client experience.

Skills

Customer service

Communication

Organization

Detail oriented

Problem solving

Confidentiality

Team collaboration

Education

Associate's degree or higher

Tools

Microsoft Office

Job description

Sage Advisor Group in Poulsbo, WA, is hiring a Client Service Specialist to support clients, advisors, and daily operations with an emphasis on delivering an exceptional client experience. Prior financial services experience is not required; training is provided.

The role focuses on client interactions, meeting coordination, documentation, and facilitating smooth service delivery in a collaborative, small-office environment.