Client Service Specialist

Jambalaya Group; Washington (District of Columbia); On-site; USD 34,000 - 40,000; 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 is seeking a Client Service Specialist in Poulsbo, WA to support clients, advisors, and daily operations. The role emphasizes excellent service, organization, and learning on the job within a small team.

Initial hands-on training is provided; prior financial services experience is not required. You will engage with clients, prepare materials, and help coordinate events and client meetings.

Qualifications

• Friendly, professional and client-focused.
• Organized, dependable and detail-oriented.
• Strong verbal and written communication skills.

Responsibilities

• Serve as a primary point of contact for clients by responding to requests and answering calls.
• Document client interactions and maintain accurate information in software.
• Manage appointments, calendars, reminders and client follow-up items.
• Prepare reports, forms and documents for client meetings.
• Process client paperwork including scanning and filing electronic records.
• Assist with onboarding new clients and establishing accounts.
• Coordinate client events and educational workshops.
• Collaborate with advisors to provide an exceptional client experience.

Skills

Client-focused

Organized

Verbal & written communication

Tech‑savvy

Prioritization

Problem solving

Confidentiality

Team player

Education

Associate's degree or higher preferred

Tools

Microsoft Office

Job description

Client Service Specialist

Sage Advisor Group | Poulsbo, WA | Full-Time | In Person

Schedule: Monday–Friday, 9:00 a.m.–5:30 p.m.

Build a Career in Client Service & Financial Planning

Sage Advisor Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, is an established financial planning practice focused on helping clients make informed financial decisions and feel confident about their financial future.

We are seeking a Client Service Specialist to support clients, advisors, and the day-to-day operations of the practice while helping deliver an exceptional client experience.This is an excellent opportunity for someone who enjoys helping people, staying organized, learning new skills, and working as part of a collaborative team.

Prior financial services experience is not required. We provide hands‑on training and support to help you learn the role and develop your skills. An interest in financial planning, investing, and the stock market is a plus.

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.

Background Check

Employment is contingent upon the successful completion of a background check, consistent with applicable federal, state, and local laws.

Equal Opportunity Employer

Sage Advisor Group is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to legally protected characteristics under applicable federal, state, or local law.

Qualifications

The ideal candidate will be:

• Friendly, professional, and genuinely client-focused.
• Organized, dependable, and detail-oriented.
• A strong verbal and written communicator.
• Comfortable learning new technology and software applications.
• Able to prioritize tasks and manage multiple responsibilities effectively.
• A proactive problem-solver who takes initiative and follows through.
• Able to maintain confidentiality when handling sensitive client information.
• Comfortable working in a collaborative, small‑office environment.

Preferred Qualifications

• Associate's degree or higher preferred.
• Prior customer service experience preferred.
• Experience with Microsoft Office applications.
• Financial services industry experience is a plus, but not required.

Benefits

• Starting pay $25.00–$28.85/hourly, depending on experience – non-exempt
• Health benefits / HRA
• 401(k)
• Paid time off
• Paid holidays
• Professional development and licensing support