Client Specialist

Tagan Financial; Phoenix (AZ); Remote; USD 35,000 - 50,000; Full time

Job summary

A premier financial planning firm is seeking a Client Specialist to enhance customer experience and satisfaction. This remote contract role involves client service, staff training, and requires strong interpersonal skills. Join a team dedicated to transforming financial futures.

Qualifications

• Prior experience in client relations or customer service role.

Responsibilities

• Provide excellent client service and ensure customer satisfaction.
• Interview, hire, and train staff for new locations.

Skills

Interpersonal Skills and Communication

Customer Satisfaction and Customer Service

Customer Experience

Strong problem-solving abilities

Ability to work effectively in a remote setting

Ability to prioritize and manage multiple tasks simultaneously

Job description

1 week ago Be among the first 25 applicants

Tagan Financial is a premier financial planning and wealth strategy firm dedicated to helping individuals and families build, protect, and pass on generational wealth. With 43 offices across the nation and a relentless drive for expansion, we are committed to transforming everyday earners into confident owners through education, empowerment, and elite financial strategies.

At Tagan Financial, we specialize in life insurance, investment planning, mortgage solutions, debt elimination, and business ownership coaching. What sets us apart is our people-first approach—combining old-school values with modern financial tools to deliver real results.

Our mission is simple: to help families break cycles of financial struggle and create legacies that last for generations.

Through world-class leadership, a proven system, and a culture rooted in faith, grit, and service, Tagan Financial continues to elevate entrepreneurs, develop leaders, and empower communities to dream bigger—and do better.

Your future deserves a plan. Let’s build it together.

Role Description

This is a contract REMOTE role for a Client Specialist at Tagan Financial. The Client Specialist will be responsible for providing excellent client service, ensuring customer satisfaction, and enhancing the overall customer experience on a daily basis. They will also be responsible for interviewing, hiring, and training staff for new locations around the country. All work is done via Zoom with a flexible schedule.

Qualifications

• Interpersonal Skills and Communication
• Customer Satisfaction and Customer Service
• Customer Experience
• Strong problem-solving abilities
• Ability to work effectively in a remote setting
• Prior experience in client relations or customer service role
• Ability to prioritize and manage multiple tasks simultaneously

Seniority level

• Entry level

Employment type

• Contract

Get notified about new Client Specialist jobs in Phoenix, AZ.

Other job openings include:

• Correspondence Processor - Remote (Must work PST hours)
• Assoc Specialist, Corp Credentialing - Remote
• Client Onboarding Specialists - RCM Medical Billing

Locations and salary ranges vary, with opportunities across Arizona and remote options.