Relationship Manager

Full-Time | On-Site | Peoria / Phoenix, AZ Salary Range: $55,000–$70,000 annually Strategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with our clients. We take a thoughtful, personalized approach to financial planning, combining strategy, clarity, and genuine care. We are seeking a Relationship Manager to join our growing team and support our lead Financial Advisor in delivering exceptional, high-touch client experiences. This is a full-time, on-site role for someone who is organized, service-minded, and energized by being a key part of a close-knit, professional team. Why Work at Strategy Financial Group 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 At Strategy Financial Group, 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 As a Relationship Manager, you’ll be a vital connection point between clients, advisors, and internal processes. Your work will directly support both client confidence and firm excellence. Gather, organize, and verify client financial information, including account statements, income, expenses, assets, liabilities, and existing insurance coverage. Assist the Financial Advisor with preparing customized financial plans, reports, and meeting materials using client information and advisor direction. Prepare for client and prospect meetings by updating records, assembling documents, and identifying missing information. Document meeting outcomes, track action items, and coordinate follow-up with clients and internal team members. Coordinate life insurance and long-term care applications from submission through issuance, including reviewing paperwork for completeness, obtaining outstanding requirements, communicating with carriers, and tracking application status. Maintain accurate client records, correspondence, task histories, and supporting documentation in the firm's client relationship management system. Respond to client service requests, provide status updates, and route questions requiring financial advice or specialized review to the appropriate advisor. Handle confidential financial and personal information according to firm procedures. Maintain compliance-related documentation and follow established recordkeeping and processing requirements. Requirements At least two years of experience in financial services client support, advisor support, insurance operations, banking operations, or a closely related role. An equivalent combination of relevant education and directly applicable experience will be considered. High school diploma or equivalent. Experience managing client requests and coordinating follow-up across multiple active cases or accounts. Experience collecting, reviewing, and maintaining confidential client information and supporting documents. Experience using a CRM, client database, or case management system to update records, document communications, and track tasks. Proficiency with Microsoft Outlook, Word, and Excel, including email and calendar management, document preparation, spreadsheet data entry, sorting, filtering, and basic formulas. Ability to review forms and records for accuracy, completeness, missing information, and inconsistencies. Working knowledge of common financial documents and terminology, including assets, liabilities, income, expenses, beneficiaries, and account statements. Demonstrated ability to write clear client correspondence and explain document requirements, process steps, and status updates. Ability to manage deadlines, maintain organized records, and follow written procedures with consistent follow-through. Availability to work full-time, on-site in the Peoria / Phoenix area. Who Thrives In This Role You’ll thrive in this role if you: Enjoy being the trusted point of contact clients rely on Take pride in being organized, prepared, and detail-oriented Communicate clearly and professionally, and follow through consistently Like supporting others and being an essential part of a high-functioning team Feel energized by helping people understand complex information with confidence Are proactive, thoughtful, and calm under pressure Value long-term relationships and doing work that truly matters to clients This role is ideal for someone who finds satisfaction in doing things well, supporting meaningful client relationships, and contributing to a firm where professionalism, care, and integrity are core values. If you enjoy supporting clients, bringing order to complex information, and being a trusted part of a professional advisory team, we’d love to hear from you. #J-18808-Ljbffr Strategy Financial Group