Financial Client Support Specialist
Company: Phoenix Financial Group
Location: Paramus
Posted on: February 19, 2026
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Job Description:
Job Description Job Description 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 communication, organization, and
problem-solving skills to create a seamless client experience. This
position offers a competitive salary plus employee benefits and
performance-based bonuses. We believe in work-life balance, a
team-oriented culture, and continuous learning opportunities. If
youre ready to grow with a firm that values you and your
contributions, apply today! Benefits Annual Base Salary Commission
Paid Time Off (PTO) Health Insurance Dental Insurance Vision
Insurance Hands on Training Mon-Fri Schedule Career Growth
Opportunities Retirement Plan Responsibilities Serve as the primary
point of contact for client inquiries via phone, email, and
in-person interactions. Assist with client onboarding, ensuring all
paperwork is accurate and complete. Schedule and confirm client
meetings, appointments, and reviews. Follow up on post-sales
service requests to ensure client concerns are addressed promptly.
Provide administrative support to financial advisors, including
document preparation and data entry. Ensure a seamless and positive
experience for all clients by fostering trust and efficiency.
Requirements Experience: Minimum 1 year in a customer service,
administrative, or client-facing role (financial services
experience is a plus). Licensing: Life & Health license is
preferred but not r Education: High school diploma required;
associate or bachelors degree preferred. Technical Skills:
Proficiency in Microsoft Office (Word, Excel, Outlook); experience
with CRM software is a plus. Communication: Excellent verbal and
written communication skills with a professional and friendly
demeanor. Team Player: Works well in a collaborative team
environment while also taking initiative independently.
Confidentiality: Ability to handle sensitive client information
with discretion.
Keywords: Phoenix Financial Group, Meriden , Financial Client Support Specialist, Accounting, Auditing , Paramus, Connecticut
