Client Service Specialist

Client Services Specialist | Experienced

(Confidential)

Full-Time | On-Site | Peoria, AZ

Compensation: $25.00 hourly

The Company 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 Peoria office, managing day-to-day operations while creating a warm, polished, and exceptional experience for every client and guest.

This is a full-time, in-person position ideal for someone with a highly professional presence, strong organizational skills, and a genuine passion for delivering elevated customer service. The right candidate understands that professionalism is their superpower and takes pride in creating a white glove hospitality experience through every interaction, whether answering the phone, welcoming guests, or supporting the flow of the office behind the scenes. This individual will contribute ideas, grow with the company, and take pride in being an essential part of a fast-paced, high-impact team.

Why Work Here

• 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? 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
• Assists in the inventory management of office supplies
• Assists with other related clerical duties such as photocopying, faxing, and filing
• Provide general administrative and clerical support
• Maintains a clean and organized reception area and conference rooms
• Accurate data entry into database/CRM

What We're Looking For

• 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

Minimum Requirements

• HS Diploma
• 15+ 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

Compensation & Benefits

• Hourly: $25.00
• Paid Time Off
• Health Insurance: Eligible
• Work Schedule: Full-time with half-day Fridays every week
• Culture: Professional, collaborative, and supportive team environment

Thank you for your interest in the Client Services Specialist role. If you feel that you have the skills it takes for the position’s responsibilities listed, please apply today!

How to Apply

Amelie Jurist

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