Client Experience Specialist – Hybrid Finance

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

Benefits offered by this job

Health benefits

401(k)

PTO

Paid holidays

Licensing support

Career advancement

Job summary

Sage Advisor Group in Edmonds, WA, is hiring a Client Service Specialist to join our Service Experience Team. You will be the first point of contact, ensure a seamless, professional client experience, and coordinate meetings.

The role offers in-office training with a path to hybrid work, licensing support (SIE, Series 7/66, FPQP), and opportunities to grow into Client Service Manager and broader practice leadership.

Qualifications

• A focus on delivering exceptional client experiences and building strong client relationships.
• Clear communication, both verbal and written.
• Strong organizational skills and attention to detail.
• Willingness to pursue licensing and career development in financial services.

Responsibilities

• Serve as the first point of contact for clients by answering calls and guiding inquiries.
• Coordinate meetings and manage client scheduling.
• Prepare client meeting materials and assist with meeting preparation.
• Follow up on service requests and ensure timely resolution.
• Support account maintenance and client service workflows.
• Identify opportunities to improve client experience and internal processes.

Skills

Client service

Communication

Organizational skills

Problem-solving

Team collaboration

Integrity

Professionalism

Financial services exposure

Education

Bachelor's degree

Job description

Sage Advisor Group in Edmonds, WA, is hiring a Client Service Specialist to join our Service Experience Team. You will be the first point of contact, ensure a seamless, professional client experience, and coordinate meetings.

The role offers in-office training with a path to hybrid work, licensing support (SIE, Series 7/66, FPQP), and opportunities to grow into Client Service Manager and broader practice leadership.