Client Service Specialist

Client Services Specialist | Experienced(Confidential)Full-Time | On-Site | Peoria, AZCompensation: $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 compensationWeekly half-day Fridays, supporting work–life balanceA culture of trust, autonomy, and ownershipProfessional, collaborative, and people-first environmentStable, growing firm with long-term career opportunityDo 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 DoPutting 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 associateGreet clients in a friendly, warm mannerRespond to client inquiries on administrative questionsReceive, sort, and distribute mail and packagesAssists in the inventory management of office suppliesAssists with other related clerical duties such as photocopying, faxing, and filingProvide general administrative and clerical supportMaintains a clean and organized reception area and conference roomsAccurate data entry into database/CRMWhat We're Looking ForAbility to prioritize projects and manage timeProvide outstanding customer serviceExcellent communicationGood-natured, positive attitudeSelf-directed initiativeA desire for continuous learningStrong organizational skillsAttention to detail and accuracyConsistent follow-throughWork independently and proactively to meet business & personal goalsMinimum Requirements:HS Diploma15+ years of front reception office experienceProficiency with MS Office and the ability to learn new software quicklyExperience with Salesforce preferred, but not requiredNice to HaveExperience in a professional services or financial services environmentCompensation & BenefitsHourly: $25.00Paid Time OffHealth Insurance: EligibleWork Schedule: Full-time with half-day Fridays every weekCulture: Professional, collaborative, and supportive team environmentThank 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 ApplyClick "Apply Now" or email your resume to:Amelie Juristamelie@copperquailconsulting.com