Client Service Specialist

Client Services Specialist | Experienced

Strategy Financial Group
Full-Time | On-Site | Peoria, AZ
Compensation: $20.00 - $25.00 hourly

Strategy Financial Group is an independent financial services firm based in Scottsdale, Arizona, known for strong leadership, client service excellence, a collaborative culture, and a commitment to taking care of its people. We’re looking for a Client Services Specialist to be the heartbeat of our Peoria office, managing day-to-day operations while creating a warm, professional, and memorable experience for every client and guest.

This is a full-time, in-person position ideal for someone with a polished phone presence, strong organizational skills, and a genuine passion for customer service who wants to contribute ideas, grow with the company, and take pride in being an essential part of a fast-paced, high-impact team.

• Market-competitive compensation

• Weekly half-day Fridays, supporting work–life balance

• A culture of trust, autonomy, and ownership

• Professional, collaborative, and people-first environment

• Stable, growing firm with long-term career opportunity

Do you love being the welcoming face of an organization and keeping everything running smoothly behind the scenes? At Strategy Financial Group, we believe great client experiences start the moment someone walks through our doors. We’re a growing, values-driven financial planning firm dedicated to helping our clients retire with confidence, and we do that by putting people first, acting with integrity, and working as a true team.

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent front desk support and client service you will:

• Answer phones and direct the caller to the appropriate associate

• Greet clients in a friendly, warm manner

• Respond to client inquiries on administrative questions

• Receive, sort, and distribute mail and packages

• Assist in the inventory management of office supplies

• Assist with other related clerical duties such as photocopying, faxing, and filing

• Provides general administrative and clerical support

• Maintains a clean and organized reception area and conference rooms

• Accurate data entry into the database/CRM

• Ability to prioritize projects and manage time

• Provide outstanding customer service

• Excellent communication

• Good-natured, positive attitude

• Self-directed initiative

• A desire for continuous learning

• Strong organizational skills

• Attention to detail and accuracy

• Consistent follow-through

• Work independently and proactively to meet business & personal goals

Minimum Requirements:

• HS Diploma

• 10 years of front reception office experience

• Proficiency with MS Office and the ability to learn new software quickly

• Experience with Salesforce preferred, but not required

Nice to Have

• Experience in a professional services or financial services environment

• Hourly: $20.00 - $25.00

• Paid Time Off

• Health Insurance: Eligible

• Work Schedule: Full-time with half-day Fridays every week (36 hours per week occasional evening events)

• Culture: Professional, collaborative, and supportive team environment

Thank you for your interest in the Client Services Specialist role for Strategy Financial Group. Please take a moment to explore our website www.strategyfinancialgroup.com and view the services we provide. If you feel that you have the skills it takes for the position’s responsibilities listed, please apply today!