Client Service Manager

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

As Client Service Manager, you’ll hold one of the most pivotal roles in our firm. After onboarding, you become the first point of contact for client needs—creating a client experience that is personal, organized, thoughtful, and truly remarkable.

What You’ll Do

• Deliver outstanding, daily customer service to our clients.
• Lead and elevate the client journey with proactive, caring 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 our service to new heights.
• Support and contribute to a growing, values-driven team.

Who Thrives Here

• Genuinely love people and get energy from helping others.
• Bring warmth, enthusiasm, and positivity to each interaction.
• Communicate with clarity, professionalism, and kindness.
• Are organized, detail-oriented, and dependable.
• Excel at follow-up and take pride in delivering on promises.
• Adapt quickly to new technology and processes—curiosity and a growth mindset are essential.
• Manage multiple priorities gracefully.
• Take initiative, notice what needs to be done, and act without being asked.
• Thrive in a collaborative, high-performance team.
• Share our core values: integrity, service, excellence, and positive attitude.
• Have a strong work ethic—committed to completing the mission, not just the hours.

Technology & Growth Expectations

• Comfortable with CRM systems, Microsoft Office (primarily Excel), and open to learning new platforms.
• Eager to leverage technology and AI to enhance both client experience and personal productivity.
• Excited about opportunities to grow your role as the firm grows—leadership and professional development await high performers.

Preferred Experience

• Exceptional client service track record.
• Attention to detail and organizational strength.
• Background in financial services is preferred (Group 1 credentials are a plus but not required).

Why Join Spectrum Advisors

• Be part of a faith-based, purpose-driven, caring, and innovative team.
• Help shape a client experience that stands out in the industry.
• Opportunities for growth, leadership, and professional development.
• Make a memorable impact on clients’ lives—and your own.