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Jambalaya Group
Poulsbo, WA, US
Source: Jambalaya Group careers · View original posting
From Jambalaya Group's posting. “We” and “our” refer to the employer.
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.
The Client Service Specialist will serve as an important part of the practice, providing day-to-day client support, coordinating administrative activities, maintaining accurate records, and assisting advisors with client meetings and service needs. The ideal candidate is professional, dependable, detail-oriented, and committed to providing outstanding service.
Compensation
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
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