Client Service Specialist
Client Service Specialist
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$ 50000 - 60000
1 Vacancy
Job Description
Were Hiring: Client Service Specialist Poulsbo WA
Sage Advisor Group In-Office Full-Time
Are you passionate about creating exceptional client experiences and ready to be the welcoming face of a growing financial advisory team Sage Advisor Group is seeking a Client Service Specialist to join our practice in Poulsbo WA.
At Sage Advisor Group our mission is to build a client-focused practice that allows us to concentrate on our professional passions maintain work-life balance and grow sustainablyindependent of any one person. Were a collaborative high-integrity team committed to excellence communication and service.
What Youll Do:
- Be the first point of contact for incoming clientsboth in person and on the phone
- Assist with meeting prep application processing and client service requests
- Support account maintenance trades and administrative tasks
- Keep the front office and meeting spaces tidy and client-ready
- Play a proactive role on the team with the potential to grow into licensed support or client advisory work
- Support day-to-day operations through general administrative responsibilities
Who Were Looking For:
- A natural communicator with a professional and warm presence
- Detail-oriented organized and driven by excellence
- Thrives in a cooperative team-focused environment
- Committed to integrity and outstanding client service
- Prior experience in financial services is a plusbut not required
- Interested in long-term growth and pursuing licensure within one year
Compensation and Benefits:
- Competitive salary: $50000$60000 depending on experience
- HRA (Health Reimbursement Arrangement) up to $6000/year
- 401(k)
- Paid time off and holidays
- Clear path for career growth and professional development
If youre looking to grow your career within a values-driven financial services teamwhere your work matters and your growth is supportedwed love to meet you.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
