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Client Relationship Manager

Client Relationship Manager

Strategy Financial GroupPeoria, AZ, US
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Job Description

Job Description

Relationship Manager – Peoria, AZ

Strategy Financial Group, an independent financial services firm in Peoria, is seeking a Relationship Manager to join our growing team. This is an on-site, full-time position supporting our Financial Advisory team and high-touch client relationships.

In this role, you will :

  • Prepare and assist with customized financial plans
  • Support client and prospect meetings with data gathering, reports, and paperwork
  • Manage life insurance and long-term care applications from start to issuance
  • Maintain reports and ensure accurate client documentation
  • Provide exceptional client service and proactive communication

Qualifications :

  • 2+ years in relationship management, client service, or financial processing
  • Strong organizational and communication skills
  • Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
  • Experience in Salesforce a plus
  • Bachelor’s degree preferred (not required)

    • We are a collaborative, growth-oriented firm offering career development and the opportunity to contribute to a team that truly values client relationships.

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    Client Relationship Manager • Peoria, AZ, US

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