Client Services Manager

The Encompass Group; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

The Encompass Group is seeking a Client Services Manager in Plano, TX to deliver exceptional client experiences after onboarding. You will build strong relationships, manage inquiries, and coordinate service requests with precision.

You will use CRM platforms and Excel, stay organized in a fast-paced environment, and collaborate with an experienced team to drive client success and efficient operations.

Qualifications

• Experience in client services or account management.
• Excellent communication and relationship-building skills.
• Strong organizational skills with attention to detail.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Proactive, self-motivated and solutions-oriented.
• Comfort learning new technology and processes.
• Microsoft Office (Excel) proficiency and CRM experience.
• Financial services experience preferred; licenses like Series 6/7/65 are a plus.

Responsibilities

• Serve as the primary point of contact for client questions and ongoing service needs.
• Build long-term client relationships through personalized communication.
• Deliver high level client service with timely follow-up and detail.
• Coordinate multiple client requests with accuracy and organization.
• Support daily client service operations and administrative processes.
• Utilize CRM systems and Excel to improve efficiency.
• Leverage AI tools to streamline workflows and enhance client experience.
• Collaborate with a team to deliver outstanding service and growth.

Skills

Client services

Account management

Communication

Organization

Problem solving

Excel

CRM platforms

Financial services experience

Tools

Microsoft Office

CRM systems

Job description

The Encompass Group is partnering with a well established, client focused financial services firm seeking a Client Services Manager who is passionate about delivering an exceptional client experience. This is an excellent opportunity for someone who thrives on building relationships, staying organized, and serving as a trusted resource for clients after the onboarding process.

If you're a proactive professional who enjoys problem solving, juggling multiple priorities, and creating meaningful client relationships, we'd love to connect.

What You'll Do

• Serve as the primary point of contact for client questions and ongoing service needs
• Build strong, long term relationships through responsive, personalized communication
• Deliver a high level of client service with timely follow up and attention to detail
• Coordinate multiple client requests while maintaining accuracy and organization
• Support daily client service operations and administrative processes
• Utilize CRM systems, Microsoft Excel, and other technology platforms to improve efficiency
• Leverage emerging AI tools and technology to streamline workflows and enhance the client experience
• Collaborate with an experienced team committed to delivering outstanding service and continued growth

What We're Looking For

• Experience in client services, customer success, account management, or a similar client facing role
• Excellent communication and relationship building skills
• Strong organizational skills with exceptional attention to detail
• Ability to prioritize multiple tasks in a fast paced environment
• Self motivated, proactive, and solutions oriented mindset
• Comfortable learning new technology and adapting to evolving processes
• Proficiency with Microsoft Office, especially Excel, and CRM platforms
• Financial services experience is preferred
• Series 6, 7, 65, or similar licensing is a plus, but not required

If you're looking for a role where your relationship-building skills and attention to detail will truly make a difference, I'd love to connect.