Client Service Manager – Wealth Planning (Plano)

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

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.