Client Success & Relations 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 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.