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Client Experience Specialist - Financial Planning
Job in
Edmonds, Snohomish County, Washington, 98020, USA
Listed on 2026-08-10
Listing for:
Jambalaya Group
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Sage Advisor Group in Edmonds, WA is hiring a Client Service Specialist to join our team. This role focuses on delivering exceptional client experiences, building trusted relationships, and supporting service workflows as part of a growing financial advisory practice.
The position begins in-office to train and integrate with the team, with potential for a hybrid schedule later. A clear career path includes licensing milestones and leadership opportunities within the service experience team.
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