Advisor Talent Solutions-posted 11 days ago
Full-time • Entry Level
Onsite • Plano, TX

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.

  • 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.
  • 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.
  • 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.
  • 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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