Client Experience Specialist – Financial Planning

Strategy Financial Group; Peoria (AZ); Sur place; USD 55 000 - 70 000; Plein temps

Avantages offerts par ce poste

Market-competitive compensation

Weekly half-day Fridays

Culture of trust, autonomy, and owned

Résumé du poste

Strategy Financial Group in Peoria/Phoenix, AZ is seeking a Relationship Manager to support the lead Financial Advisor and deliver high-touch client experiences. This is a full-time, on-site role requiring strong organization and service-mindedness within a close-knit professional team.

As the main liaison between clients, advisors, and internal processes, you will gather financial information, prepare plans, and coordinate life insurance applications while maintaining compliant records.

Qualifications

• Experience in financial services or related client support roles.
• Ability to manage multiple active cases and deadlines.
• Experience collecting and maintaining confidential information.
• Comfort with documenting communications and task histories in a CRM.

Responsabilités

• Gather, organize, and verify client financial information.
• Prepare customized financial plans and meeting materials.
• Prepare for client meetings by updating records.
• Document meeting outcomes and coordinate follow-up.
• Coordinate life insurance applications from submission to issuance.
• Maintain accurate client records in the CRM.
• Respond to client service requests and route questions.
• Maintain compliance documentation.

Connaissances

CRM experience

Excellent communication

Organizational skills

Customer service mindset

Formation

High school diploma

Outils

CRM system

Microsoft Outlook

Microsoft Word

Microsoft Excel

Description du poste

Strategy Financial Group in Peoria/Phoenix, AZ is seeking a Relationship Manager to support the lead Financial Advisor and deliver high-touch client experiences. This is a full-time, on-site role requiring strong organization and service-mindedness within a close-knit professional team.

As the main liaison between clients, advisors, and internal processes, you will gather financial information, prepare plans, and coordinate life insurance applications while maintaining compliant records.