Client Service Specialist Plano, TX
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Job Location:
Monthly Salary:
Posted on:
13 days ago
Vacancies:
1 Vacancy
Job Summary
Client Service Specialist
Do you love checking things off your list keeping clients happy and making sure nothing slips through the cracks even on the busiest days
At Frazier Wealth Strategies in Plano TX we help retirees and pre-retirees build confidence in their financial future. Were looking for a Client Service Specialistwhos sharp proactive and thrives in a fast-moving high-expectation environmentwhere accuracy and service both matter.
This isnt a quiet support role its for someone who enjoys momentum juggling multiple priorities and being the reliable backbone of the team.
Minimum Requirements:
- Experience in the financial or insurance industry is required.
- 2 yearssupporting a financial advisor or similar office role preferred.
- Comfortable using and learning new software.
- CRM experience Wealthboxa plus.
- Ability to obtain a TX Life & Health Licensewithin 3 months of employment.
Youll Fit Right In If You:
- Have strong attention to detailand take ownership of your work.
- Love the satisfaction of getting things done right and fast.
- Stay composed under pressure and naturally look for solutions.
- Communicate clearly and professionally both in writing and conversation.
- Are tech-savvy and quick to learn new systems (CRM experience a plus).
- Want to grow in the financial industry and be part of a driven results-oriented team.
What Youll Do
Youll be at the center of our client experience keeping things organized moving and done right the first time.
- Handle client service requests like withdrawals beneficiary updates and account changes quickly and accurately.
- Take incoming client calls with professionalism empathy and urgency.
- Prepare client meeting summaries reports and materials ahead of every review.
- Process new business applications follow up on pending items and keep clients informed through each step.
- Maintain clean and accurate data in our CRM (Wealthbox).
- Support advisor licensing renewals paperwork and event logistics.
- Anticipate what needs to be done next and make it happen without waiting to be asked.
Hours:
- In office: Monday-Friday 9am-5pm
Salary:
- Starting at $55k (based on experience)
Benefits:
- Health Dental and Vision Insurance:100% company-paid for the employee
- Paid Time Off (PTO)
- Bonus opportunities & incentive trips
- A professional fast-paced environment that values growth and accountability
Presented by Advisor Employee Services Thank you for your interest in the Client Service Specialistrole. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
