Client Experience Leader | AI-Powered Service & Growth

Spectrum Advisors, Inc.; Plano (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Spectrum Advisors, Inc. invites applications for a Client Service Manager who will be the first point of contact for our clients after onboarding. You’ll deliver daily service with warmth, organize client journeys, and drive a remarkable experience rooted in integrity and excellence.

You’ll thrive by building trusted relationships, mastering CRM systems and Excel, and embracing AI-enabled tools to elevate productivity and client outcomes in a growth-focused, values-driven team.

Qualifications

• Excellent client service track record.
• Strong attention to detail and organizational skills.
• Background in financial services is a plus but not required.

Responsibilities

• Deliver outstanding daily customer service to clients.
• Lead and elevate the client journey with proactive follow-up and attention to detail.
• Build lasting relationships rooted in trust, warmth, and professionalism.
• Manage multiple priorities with calm, efficiency, and excellence.
• Embrace and master new technologies, leveraging AI and digital tools to drive service to new heights.
• Support and contribute to a growing, values-driven team.

Skills

Client service

Communication

Organization

Growth mindset

Tech-savvy

Tools

CRM systems

Excel

AI tools

Job description

Spectrum Advisors, Inc. invites applications for a Client Service Manager who will be the first point of contact for our clients after onboarding. You’ll deliver daily service with warmth, organize client journeys, and drive a remarkable experience rooted in integrity and excellence.

You’ll thrive by building trusted relationships, mastering CRM systems and Excel, and embracing AI-enabled tools to elevate productivity and client outcomes in a growth-focused, values-driven team.