Client Service Specialist
About The Position
Strategy Financial Group is an independent financial services firm based in Scottsdale, Arizona, known for its strong leadership, client service excellence, collaborative culture, and commitment to taking care of its people. We’re looking for a Client Services Specialist to be the heartbeat of our Chandler 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. 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.
Requirements
- 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
- HS Diploma
- 15+ years of front reception office experience
- Proficiency with MS Office and the ability to learn new software quickly
Nice To Haves
- Experience with Salesforce preferred, but not required
- Experience in a professional services or financial services environment
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
Benefits
- Paid Time Off
- Health Insurance: Eligible
- Work Schedule: Full-time with half-day Fridays every week
- Culture: Professional, collaborative, and supportive team environment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
