Client Service Specialist

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

We’re Hiring: Client Service Specialist – Edmonds, WA

Sage Advisor Group | Hybrid (In-Office Initially) | Full-Time

Are you passionate about creating exceptional client experiences and looking for an opportunity to build a long-term career within a growing financial advisory practice? Sage Advisor Group is seeking a Client Service Specialist to join our team in Edmonds, WA.

At Sage Advisor Group, our mission is to build a client-focused practice that allows us to focus on our professional passions, maintain work-life balance, and grow sustainably—independent of any one individual. We are a collaborative, high-integrity team committed to excellence, communication, and delivering an exceptional client experience.

This role is designed for someone who enjoys building relationships, improving processes, and becoming a trusted resource for clients and the team. While this position begins with a focus on client service, there is a clear career path toward expanded responsibilities, industry licensing, and future operational leadership opportunities.

What You’ll Do

As a Client Service Specialist, you will serve as a key member of our Service Experience Team and help ensure clients receive a seamless, professional, and personalized experience.

Responsibilities include:

• 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

Career Growth & Development

At Sage Advisor Group, this role is not a “sit in a chair and do the same thing forever” position. We believe in developing our team members and providing a clear path for professional growth.

The career path for this position includes progression toward:

Client Service Manager

• Expanded client relationship responsibilities
• Increased operational ownership
• Leadership opportunities within the service experience team

Long-Term Growth Opportunities

• Financial planning support
• Operational leadership responsibilities
• Potential advancement into broader practice management roles

Professional development milestones include:

• Completion of the Financial Paraplanner Qualified Professional (FPQP) designation
• Completion of industry licensing requirements, including:
• SIE
• Series 7
• Series 66
• Insurance licensing

Candidates should be willing to pursue licensing within a one-to-two-year timeframe.

Work Schedule

This position will begin primarily in-office to support training, onboarding, and integration into the practice.

After successful completion of training, there is potential for a hybrid schedule.

Sage values flexibility and believes employees should be present and engaged both at work and at home.

Why Join Sage Advisor Group?

You’ll have the opportunity to join a team that values:

• Client-first service
• Integrity and accountability
• Continuous improvement
• Professional growth
• Work-life balance
• Building something sustainable for the future

If you are looking for a role where your work directly impacts clients, your ideas are valued, and your career can grow over time, we would love to meet you.

Equal Opportunity Employer

Sage Advisor Group is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.

Who We’re Looking For

The ideal candidate is someone who:

• Enjoys working directly with clients and building strong relationships
• Communicates clearly and professionally, both verbally and in writing
• Is 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
• Has prior client service experience (financial services experience is a plus but not required)
• Is interested in building a long-term career within the financial services industry

A bachelor’s degree is preferred but not required. We value demonstrated commitment, professionalism, and the ability to learn and grow.

Compensation & Benefits

• Compensation: $31.25–$38.46/hourly, depending on experience – non-exempt
• Bonus Opportunity:
  • 10% annual bonus potential
  • 5% based on company goals
  • 5% based on department goals
• Benefits Include:
  • Health benefits/HRA
  • 401(k)
  • Paid time off
  • Paid holidays
  • Professional development and licensing support
  • Clear career advancement opportunities