Client Services Specialist Strategy Financial Group Peoria, AZ Job Details Full-time $20 - $25 an hour 20 hours ago Qualifications Administrative experience High school diploma or GED Productivity software Full Job Description 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. Why Work at Strategy Financial Group 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. What You'll Do 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 What We're Looking For 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

Requirements:

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