Client Service & Experience Manager – Wealth Planning
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-09-09
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-09-09
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
Advisor Talent Solutions is seeking a Client Service Manager in Plano, TX, to support existing client relationships after onboarding. You will handle routine service items, coordinate with advisors and operations, and maintain meticulous CRM records to ensure timely, accurate responses.
The role emphasizes client-facing communication, proactive problem solving, and collaboration within a faith-based, purpose-driven team.
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