Advisor Talent Solutions
Join to apply for the Client Service Specialist – Plano, TX role at Advisor Talent Solutions.
1 month ago – Be among the first 25 applicants.
Advisor Talent Solutions provided pay range This range is provided by Advisor Talent Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $55,000.00/yr – $55,000.00/yr
Client Service Specialist – Plano, TX Do you love checking things off your list, keeping clients happy, and making sure nothing slips through the cracks — even on the busiest days? At Frazier Wealth Strategies in Plano, TX we help retirees and pre-retirees build confidence in their financial future. We’re looking for a Client Service Specialist who’s sharp, proactive, and thrives in a fast-moving, high-expectation environment where accuracy and service both matter. This isn’t a “quiet support” role — it’s for someone who enjoys momentum, juggling multiple priorities, and being the reliable backbone of the team.
Minimum Requirements
Experience in the financial or insurance industry is required.
2+ years supporting a financial advisor or similar office role preferred.
Comfortable using and learning new software.
CRM experience — Wealthbox a plus.
Ability to obtain a TX Life & Health License within 3 months of employment.
You’ll Fit Right In If You
Have strong attention to detail and take ownership of your work.
Love the satisfaction of getting things done right — and fast.
Stay composed under pressure and naturally look for solutions.
Communicate clearly and professionally, both in writing and conversation.
Are tech-savvy and quick to learn new systems (CRM experience a plus).
Want to grow in the financial industry and be part of a driven, results-oriented team.
What You’ll Do You’ll be at the center of our client experience — keeping things organized, moving, and done right the first time.
Handle client service requests like withdrawals, beneficiary updates, and account changes quickly and accurately.
Take incoming client calls with professionalism, empathy, and urgency.
Prepare client meeting summaries, reports, and materials ahead of every review.
Process new business applications, follow up on pending items, and keep clients informed through each step.
Maintain clean and accurate data in our CRM (Wealthbox).
Support advisor licensing renewals, paperwork, and event logistics.
Anticipate what needs to be done next — and make it happen without waiting to be asked.
Hours
In office: Monday-Friday, 9am-5pm
Salary
Starting at $55k (based on experience)
Benefits
Health, Dental, and Vision Insurance: 100% company-paid for the employee
Paid Time Off (PTO)
Bonus opportunities & incentive trips
A professional, fast-paced environment that values growth and accountability
Presented by Advisor Employee Services. Thank you for your interest in the Client Service Specialist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Seniority level Entry level
Employment type Full-time
Job function Other
Referrals increase your chances of interviewing at Advisor Talent Solutions by 2x
Get notified about new Client Services Representative jobs in Plano, TX.
#J-18808-Ljbffr
1 month ago – Be among the first 25 applicants.
Advisor Talent Solutions provided pay range This range is provided by Advisor Talent Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $55,000.00/yr – $55,000.00/yr
Client Service Specialist – Plano, TX Do you love checking things off your list, keeping clients happy, and making sure nothing slips through the cracks — even on the busiest days? At Frazier Wealth Strategies in Plano, TX we help retirees and pre-retirees build confidence in their financial future. We’re looking for a Client Service Specialist who’s sharp, proactive, and thrives in a fast-moving, high-expectation environment where accuracy and service both matter. This isn’t a “quiet support” role — it’s for someone who enjoys momentum, juggling multiple priorities, and being the reliable backbone of the team.
Minimum Requirements
Experience in the financial or insurance industry is required.
2+ years supporting a financial advisor or similar office role preferred.
Comfortable using and learning new software.
CRM experience — Wealthbox a plus.
Ability to obtain a TX Life & Health License within 3 months of employment.
You’ll Fit Right In If You
Have strong attention to detail and take ownership of your work.
Love the satisfaction of getting things done right — and fast.
Stay composed under pressure and naturally look for solutions.
Communicate clearly and professionally, both in writing and conversation.
Are tech-savvy and quick to learn new systems (CRM experience a plus).
Want to grow in the financial industry and be part of a driven, results-oriented team.
What You’ll Do You’ll be at the center of our client experience — keeping things organized, moving, and done right the first time.
Handle client service requests like withdrawals, beneficiary updates, and account changes quickly and accurately.
Take incoming client calls with professionalism, empathy, and urgency.
Prepare client meeting summaries, reports, and materials ahead of every review.
Process new business applications, follow up on pending items, and keep clients informed through each step.
Maintain clean and accurate data in our CRM (Wealthbox).
Support advisor licensing renewals, paperwork, and event logistics.
Anticipate what needs to be done next — and make it happen without waiting to be asked.
Hours
In office: Monday-Friday, 9am-5pm
Salary
Starting at $55k (based on experience)
Benefits
Health, Dental, and Vision Insurance: 100% company-paid for the employee
Paid Time Off (PTO)
Bonus opportunities & incentive trips
A professional, fast-paced environment that values growth and accountability
Presented by Advisor Employee Services. Thank you for your interest in the Client Service Specialist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Seniority level Entry level
Employment type Full-time
Job function Other
Referrals increase your chances of interviewing at Advisor Talent Solutions by 2x
Get notified about new Client Services Representative jobs in Plano, TX.
#J-18808-Ljbffr