# Client Service Specialist

**Company:** [Jambalaya Group](http://jobs.workable.com/companies/u2aCc74X936VMFeq9WZDER.md)
**Location:** Edmonds, United States
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/8878dc06-b137-45d2-be91-6a363fa28b76)

## 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.

## Requirements

**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.

## Benefits

**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