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Jambalaya GroupMargaret

Client Service Specialist

Poulsboonsitemid$52K – $60K

Posted 1mo ago · via Workable

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About this role

Client Service Specialist Sage Advisor Group | Poulsbo, WA | Full-Time | In Person Schedule: Monday–Friday, 9:00 a.m.–5:30 p.m. Build a Career in Client Service & Financial Planning Sage Advisor Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, is an established financial planning practice focused on helping clients make informed financial decisions and feel confident about their financial future. We are seeking a Client Service Specialist to support clients, advisors, and the day-to-day operations of the practice while helping deliver an exceptional client experience. This is an excellent opportunity for someone who enjoys helping people, staying organized, learning new skills, and working as part of a collaborative team.…

Read the full description on Jambalaya Group's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: monday

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Poulsbo. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

monday

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