Client Service Specialist

Sage Advisor Group is a collaborative, high-integrity team committed to excellence, communication, and delivering an exceptional client experience. This hybrid role begins with in-office training in Edmonds, WA.

About the role

As a Client Service Specialist, you will serve as a key member of our Service Experience Team, ensuring clients receive a seamless, professional, and personalized experience. This role is designed for someone who enjoys building relationships, improving processes, and becoming a trusted resource for clients and the team. While the position begins with a focus on client service, there is a clear career path toward expanded responsibilities, industry licensing, and future operational leadership opportunities.

Responsibilities

• 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 offers a clear path for professional growth, including progression toward:

• Client Service Manager with expanded client relationship responsibilities and increased operational ownership
• Leadership opportunities within the service experience team
• Long-term growth opportunities such as financial planning support, operational leadership, and 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.

Requirements

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: $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)
• Health benefits/HRA
• 401(k)
• Paid time off
• Paid holidays
• Professional development and licensing support
• Clear career advancement opportunities

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.