Client Service Specialist
3 weeks ago
Client Service Specialist 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. Youll 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 Youll Do Youll 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 Pay Range : $55,000 per year #J-18808-Ljbffr
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Client Service Specialist
2 weeks ago
Plano, Texas, United States Frazier Wealth Strategies, Inc. Full time $50,000 - $70,000 per yearClient Service SpecialistDo you love checking things off your list, keeping clients happy, and making sure nothing slips through the cracks — even on the busiest days?AtFrazier Wealth StrategiesinPlano, TXwe help retirees and pre-retirees build confidence in their financial future. We're looking for aClient Service Specialistwho's sharp, proactive, and...
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Client Service Specialist
1 week ago
Plano, United States Frazier Wealth Strategies, Inc. Full time4 days ago Be among the first 25 applicants 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. Were looking for a Client Service Specialist whos...
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Receptionist - Client Service Specialist
2 days ago
Plano, TX, United States CityVet Full timeHappy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in a fun, people-first...
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Receptionist - Client Service Specialist
6 days ago
Plano, TX, United States CityVet Full timeHappy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in a fun, people-first...
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Receptionist - Client Service Specialist
3 days ago
Plano, TX, United States CityVet Full timeHappy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in a fun, people-first...
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Client Service Specialist
3 days ago
Plano, TX, United States Frazier Wealth Strategies, Inc. Full time4 days ago Be among the first 25 applicants 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. Were looking for a Client Service Specialist whos...
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Client Service Specialist
1 week ago
Plano, TX, United States Frazier Wealth Strategies, Inc. Full time4 days ago Be among the first 25 applicants 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. Were looking for a Client Service Specialist whos...
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Client Service Specialist
5 days ago
Plano, TX, United States Frazier Wealth Strategies, Inc. Full time4 days ago Be among the first 25 applicants 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. Were looking for a Client Service Specialist whos...
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Client Service Specialist
1 week ago
Plano, TX, United States Frazier Wealth Strategies, Inc. Full time4 days ago Be among the first 25 applicants 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. Were looking for a Client Service Specialist whos...
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Client Service Specialist
6 days ago
Plano, TX, United States Frazier Wealth Strategies, Inc. Full time4 days ago Be among the first 25 applicants 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. Were looking for a Client Service Specialist whos...
