We’re looking for someone who embodies our mission and values and is excited about delivering exceptional service to every client they interact with.

• You believe every detail matters—because clients deserve peace of mind
• You enjoy building relationships and supporting long-term financial success
• You work well alongside Financial Planners and contribute to a collaborative, high-performing team
• You bring excellence, organization, and clear communication to everything you do
• You thrive in a firm where spiritual values and professional standards go hand-in-hand

• Serve as a trusted point of contact for client service needs
• Collaborate closely with Financial Planners to deliver a seamless and thoughtful client experience
• Support the onboarding of new clients by coordinating with the New Client Onboarding Specialist; assist with account openings when needed
• Process account service requests, including ACH transfers, wires, and money movement
• Manage and monitor Required Minimum Distributions (RMDs), beneficiary updates, and other critical client milestones
• Prepare for and follow up on client meetings with the planning team
• Maintain accurate data across CRM, custodial platforms, and internal workflows
• Ensure compliance standards are met while providing timely, proactive service
• Help build and maintain long-term client relationships through consistency, care, and communication

• 1–3 years of experience in client service, operations, or administrative support (financial services a plus)
• Excellent communication skills and a strong client-first mindset
• High attention to detail, strong task management, and follow-through
• Proficient with Microsoft Office; experience with CRM tools (Redtail), Orion, and custodial platforms like Schwab preferred
• Able to handle confidential information with integrity and professionalism
• Passionate about teamwork, service, and making a meaningful impact

• Position available in either Chandler or Peoria office
• Full-time, salaried position with opportunity for performance-based bonus
• Some flexibility for remote tasks following training and onboarding

• A values-driven culture rooted in biblical stewardship and client-centered service
• Ongoing training and growth opportunities
• Flexible work arrangements
• Health insurance, 401(k) with match, and life insurance
• A chance to be part of something bigger—helping people live wisely, give generously, and leave a lasting legacy

If you’re passionate about service, love working in a team environment, and want to make a real difference in the lives of clients—we’d love to meet you.