Client Service & Financial Planning Assistant
Listed on 2026-10-18
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Finance & Banking
Office Administrator/ Coordinator, Finance Assistant, Banking & Finance
Sage Advisor Group is seeking a Client Service Specialist in Poulsbo, WA to support clients, advisors, and daily operations. The role emphasizes excellent service, organization, and learning on the job within a small team.
Initial hands-on training is provided; prior financial services experience is not required. You will engage with clients, prepare materials, and help coordinate events and client meetings.
Join us at Jambalaya Group as our next Client Service & Financial Planning Assistant in Washington, DC, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Washington, DC, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 34.000 - 40.000.
We aim to respond to suitable candidates as soon as possible.
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