Strategy Financial Group · 7 hours ago
Client Service Specialist
Phoenix, AZ, US
Full-time
Onsite
Senior Level, Lead/Staff
$25/hr - $25/hr
15+ years expStrategy Financial Group is an independent financial services firm based in Scottsdale, Arizona, known for its strong leadership and client service excellence. They are looking for a Client Services Specialist to manage day-to-day operations and create a warm, professional experience for clients and guests.
Financial ServicesLife InsuranceRetirement
Responsibilities
Answer phones and direct the caller to the appropriate associate
Greet clients in a friendly, warm manner
Respond to client inquires on administrative questions
Receive, sort, and distribute mail, packages
Assists in the inventory management of office supplies
Assists with other related clerical duties such as photocopying, faxing, filing
Provide general administrative and clerical support
Maintains clean and organized reception area and conference rooms
Accurate data entry into database/CRM
Qualification
Required
HS Diploma
15+ years of front reception office experience
Proficiency with MS Office and the ability to learn new software quickly
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
Preferred
Experience with Salesforce preferred, but not required
Experience in a professional services or financial services environment
Benefits
Paid Time Off
Health Insurance: Eligible
Work Schedule: Full-time with half-day Fridays every week
Culture: Professional, collaborative, and supportive team environment
Company
Strategy Financial Group
You’ve worked hard your entire life. And you deserve the retirement you’ve always dreamed of.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Calvin Goetz
Retirement Wealth Strategist & Investment Advisor Representative | Founder & President
Recent News
Seattle TechFlash
2025-06-06
Company data provided by crunchbase