Client Experience Specialist – Hybrid, Edmonds, WA

Jamba Juice; Edmonds (WA); Hybrid; USD 43,000 - 53,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off

Paid holidays

Licensing support

Career advancement

Job summary

Sage Advisor Group in Edmonds, WA is seeking a Client Service Specialist to join our Service Experience Team. The role begins in-office with a path to hybrid work and growth into licensing and leadership responsibilities.

You will help deliver a seamless client experience, coordinate meetings, and support advisory staff. The ideal candidate enjoys building relationships, stays organized, communicates clearly, and is motivated to pursue Series 7/66, SIE, FPQP licensing, and ongoing professional

Qualifications

• Experience in client service and building client relationships.
• Strong written and verbal communication skills.
• Highly organized with attention to detail and processes.
• Motivated to pursue professional licensing and growth within the practice.

Responsibilities

• Serve as the first point of contact for clients by answering calls and guiding inquiries.
• Coordinate client meetings and scheduling efficiently.
• Prepare client meeting materials and assist with meeting preparation.
• Follow up on service requests and ensure timely resolution.
• Process simple trades and money movements as needed.
• Support account maintenance and client service workflows.

Skills

Client service

Communication

Organizational skills

Problem-solving

Teamwork

Integrity

Learning mindset

Client relationship building

Education

Bachelor's degree preferred

Job description

Sage Advisor Group in Edmonds, WA is seeking a Client Service Specialist to join our Service Experience Team. The role begins in-office with a path to hybrid work and growth into licensing and leadership responsibilities.

You will help deliver a seamless client experience, coordinate meetings, and support advisory staff. The ideal candidate enjoys building relationships, stays organized, communicates clearly, and is motivated to pursue Series 7/66, SIE, FPQP licensing, and ongoing professional