Client Service Specialist

ADP, Inc.; Phoenix (AZ); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Paid Time Off

Half-day Fridays

Professional environment

Job summary

Strategy Financial Group seeks a Client Services Specialist to be the heartbeat of our Peoria office, managing front desk operations and providing warm, professional client service.

This full-time, on-site role requires polished phone presence, strong organizational skills, and a genuine passion for customer service as you support a fast-paced, values-driven team.

Qualifications

• HS Diploma required.
• 10+ years of front reception/office experience.
• Proficiency with MS Office; Salesforce experience preferred.

Responsibilities

• Provide front desk support and client service.
• Answer phones and direct calls to appropriate associates.
• Greet clients and respond to inquiries on administrative questions.
• Receive, sort, and distribute mail/packages.
• Assist with office supplies and clerical duties.
• Ensure reception area and meeting rooms remain clean and organized.
• Enter data accurately into the CRM/database.

Skills

Front desk experience

Organizational skills

Attention to detail

Independent work

Education

HS Diploma

Tools

MS Office

Salesforce (preferred)

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Service Specialist

Full Time Phoenix, AZ, US

Salary Range: $20.00 To $25.00 Hourly

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

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

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

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.