Financial Client Support Specialist

At Phoenix Financial Group, we go beyond financial planningwe build lasting relationships and tailored strategies to help clients navigate investments, retirement, insurance, education, and estate planning. Our mission is to provide a seamless and supportive planning experience, ensuring financial confidence for generations.

Our team operates like a family - valuing, supporting, and uplifting each other. We prioritize flexibility, professional development, and long-term career growth. If you're looking for a workplace that fosters collaboration, learning, and success, Phoenix Financial Group is the place for you.

As a Customer Relations Specialist, you will be the first point of contact for clients, ensuring exceptional service and support throughout their financial journey. You will manage client interactions, assist with onboarding, coordinate meetings, and provide administrative support to financial advisors. This role requires strong...