Client Service Specialist

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 practiceCreate an exceptional client scheduling experience and coordinate meetings efficientlyPrepare client meeting materials and assist with meeting preparationFollow up with clients regarding service requests and ensure timely resolutionProcess simple trades and money movement requestsSupport account maintenance and client service workflowsMaintain accurate documentation and follow established proceduresIdentify opportunities to improve the client experience and internal processesCollaborate 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 responsibilitiesIncreased operational ownershipLeadership opportunities within the service experience team Long-Term Growth Opportunities Financial planning supportOperational leadership responsibilitiesPotential advancement into broader practice management roles Professional development milestones include: Completion of the Financial Paraplanner Qualified Professional (FPQP) designationCompletion of industry licensing requirements, including:SIESeries 7Series 66Insurance 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 serviceIntegrity and accountabilityContinuous improvementProfessional growthWork-life balanceBuilding 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 relationshipsCommunicates clearly and professionally, both verbally and in writingIs highly organized, detail-oriented, and committed to excellenceTakes ownership of responsibilities and follows through on commitmentsEnjoys learning, problem-solving, and improving processesThrives in a collaborative, team-focused environmentDemonstrates integrity and professionalism in all interactionsHas 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 potential5% based on company goals5% 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