Client Service & Wealth Planning Support Specialist

Jambalaya Group; Poulsbo, Northern (WA, KY); Hybrid; USD 34,000 - 40,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off

Paid holidays

Professional development and licensing

Job summary

Sage Advisor Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a Client Service Specialist to support clients, advisors, and daily operations in-person at our Poulsbo, WA office.

This role offers hands-on training, a collaborative team environment, and a chance to grow in financial planning and client service skills. Prior financial services experience is not required, with a focus on exceptional client experiences.

Qualifications

• Friendly, professional and 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.
• Proactive problem-solver who takes initiative and follows through.
• Maintain confidentiality when handling sensitive client information.
• Collaborative, small-office environment.

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-focused

Organized

Effective communicator

Tech-savvy

Multi-tasking

Confidentiality

Team player

Education

Associate's degree or higher

Tools

Microsoft Office

Job description

Sage Advisor Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a Client Service Specialist to support clients, advisors, and daily operations in-person at our Poulsbo, WA office.

This role offers hands-on training, a collaborative team environment, and a chance to grow in financial planning and client service skills. Prior financial services experience is not required, with a focus on exceptional client experiences.