Client Service Manager Plano, TX

• Deliver responsive thoughtful day-to-day service to existing clients after onboarding.
• Own routine requests such as beneficiary changes address updates withdrawals distributions account questions and related service needs.
• Receive and complete action items generated during advisor meetings.
• Review new and outstanding CRM tasks each day and prioritize them based on urgency deadlines and business impact.
• Communicate proactively by phone and email using personal phone contact when it will create a better client experience.
• Build trust by learning about clients asking thoughtful follow-up questions and providing clear status updates.
• Maintain complete CRM notes task records documentation and follow-up dates in Redtail.
• Coordinate with the client-service leader advisory team custodial or platform partners and internal operations resources to move requests through completion.
• Resolve routine service needs independently and escalate questions appropriately.
• Use technology and AI tools responsibly to improve communication organization and productivity.
• Help improve workflows reduce backlog and prevent dropped commitments.

• A warm patient approach and genuine energy for helping people.
• A confident and personable phone presence.
• Strong organization attention to detail and dependable follow-through.
• The ability to manage a high volume of tasks from request through completion.
• Calm judgment when several priorities compete for attention.
• A proactive ownership mindset and comfort working without constant direction.
• Comfort using CRM systems Microsoft Office and Excel with the ability to learn new platforms quickly.
• Willingness to work primarily onsite in Plano and contribute within a small collaborative team.
• Comfort working in a faith-based purpose-driven environment.

• Experience in an RIA wealth management firm bank credit union insurance organization retirement-services firm or other regulated client-service environment.
• Experience with Redtail CRM Charles Schwab workflows AE Wealth eMoney or comparable systems.
• Group 1 credentials Series 65 CFP coursework or related financial-services education.
• Experience serving retired or senior clients and handling sensitive financial requests with discretion.

• Base salary of $60000$70000 commensurate with experience and fit.
• Health plan options with a $900 monthly employer contribution toward selected employee coverage.
• 401(k) plan with employer match; plan details and eligibility timing will be shared during the interview process.
• Approximately 15 days of combined paid time off each year.
• Professional development cross-training and the opportunity to expand responsibility as the firm grows.

• Primarily onsite at the firms Plano office.
• Typical hours are approximately 8:30 AM5:00 PM.
• Limited flexibility may be available at the firms discretion but is not a guaranteed feature of the role.
• No regular travel is expected.

Required Experience:

Manager