Client Experience Specialist - Financial Planning
Jambalaya Group
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. #J-18808-Ljbffr Jambalaya Group
Vacancy posted 4 days ago
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