Client Service Specialist

5 days ago

Plano, TX, United States Frazier Wealth Strategies, Inc. Full time

4 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 sharp, proactive, and thrives in a fast-moving, high-expectation environment where accuracy and service both matter.

This isnt a quiet support role its for someone who enjoys momentum, juggling multiple priorities, and being the reliable backbone of the team.

  • 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.
  • 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
  • Starting at $55k (based on experience)
  • 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

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