Client Service Manager - Plano, TX

Advisor Talent Solutions; Plano (TX); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health plan with employer contribution

401(k) plan with employer match

Professional development

Paid time off

Job summary

Advisor Talent Solutions is seeking a Client Service Manager in Plano, TX to manage ongoing client service after onboarding. This onsite role focuses on servicing established client relationships and supporting advisors by handling routine service items with accuracy and promptness.

The ideal candidate will be organized, detail-oriented, and capable of prioritizing a high volume of tasks, while using Redtail CRM and MS Office to maintain clear client records and communications.

Qualifications

• Experience in an RIA, wealth management firm, bank, or similar regulated client-service setting.
• Experience with Redtail CRM, 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 with discretion.

Responsibilities

• Deliver day-to-day service to existing clients after onboarding.
• Handle routine requests: beneficiary changes, address updates, withdrawals, distributions.
• Review CRM tasks and prioritize by urgency and impact.
• Communicate proactively by phone and email, with personal contact when needed.
• Maintain CRM notes, documentation, and follow-up dates in the system.
• Coordinate with advisors, custodians, and internal teams to move requests to completion.
• Use technology and AI tools to improve communication and productivity.
• Help reduce backlog and prevent dropped commitments.

Skills

Warmth and patience

Strong organization

Attention to detail

Proactive ownership

Calm judgment

Education

CFP coursework / Series 65

Tools

Redtail CRM

Microsoft Office

Excel

eMoney

AE Wealth

Charles Schwab workflows

Job description

Position:Client Service Manager - Plano, TX

Location: Plano, TX

Remote Status: On-Site

Job Id:4020

# of Openings:1

Client Service Manager

ABOUT THE FIRM

Our client is an established independent registered investment adviser in Plano, Texas, helping individuals and families prepare for, enter, and enjoy retirement through personalized financial planning, investment management, and relationship-driven guidance.

The firm is committed to providing an exceptional retirement-planning experience through its people, processes, and planning. It offers a close-knit, faith-based, purpose-driven workplace centered on integrity, service, excellence, and positivity.

THE OPPORTUNITY

The firm is creating a new Client Service Manager position to expand service capacity and become a trusted point of contact for ongoing client needs after onboarding. This role manages client service—not people—and is ideal for someone who enjoys solving problems, speaking with clients, organizing a busy workload, and making sure every commitment is completed accurately and on time.

No prospecting required: The focus is serving established client relationships and helping advisors remain focused on planning, advice, and business development.

WHAT YOU WILL DO

• 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 escal…? questions appropriately.
• Use technology and AI tools responsibly to improve communication, organization, and productivity.
• Help improve workflows, reduce backlog, and prevent dropped commitments.

WHAT WILL HELP YOU SUCCEED

• 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.

PREFERRED EXPERIENCE

• 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.

COMPENSATION & BENEFITS

• Base salary of $60,000-$70,000, 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.

LOCATION & SCHEDULE

• Primarily onsite at the firm's Plano office.
• Typical hours are approximately 8:30 AM-5:00 PM.
• Limited flexibility may be available at the firm's discretion but is not a guaranteed feature of the role.