Client Service & Advisor Support Specialist

paxfg; San Antonio (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Sponsorship of licensing

Office space with meeting rooms

CRM tools support

Health benefits package

Paid Time Off

Defined contribution retirement

Job summary

PAX Financial Group is seeking a Client Service Associate to support the COO and Financial Advisors with client service, paperwork handling, and meeting coordination. The role emphasizes confidentiality, accuracy, and proactive communication with clients and staff.

The ideal candidate will bring 3–5 years in the financial industry in an Administrative/Client Service capacity, a high school diploma, and strong written and verbal skills. Bachelor’s degree is a plus; Series 65 is preferred.

Qualifications

• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational abilities.
• Ability to handle confidential information with discretion.
• Experience in financial services or administrative support is preferred.

Responsibilities

• Respond to clients’ emails, letters, and phone calls.
• Handle client transactional requests and provide accurate information.
• Schedule client meetings and assist Advisors with checkups.
• Provide trade instructions to trade teams and ensure proper execution.
• Update Salesforce and maintain accurate client records.
• Follow up with clients and ensure completion of action items.

Skills

Communication skills

Attention to detail

Problem solving

Discretion/confidentiality

Team player

Education

High school diploma

Bachelor’s Degree (Preferred)

Tools

Salesforce

Microsoft Office

Job description

PAX Financial Group is seeking a Client Service Associate to support the COO and Financial Advisors with client service, paperwork handling, and meeting coordination. The role emphasizes confidentiality, accuracy, and proactive communication with clients and staff.

The ideal candidate will bring 3–5 years in the financial industry in an Administrative/Client Service capacity, a high school diploma, and strong written and verbal skills. Bachelor’s degree is a plus; Series 65 is preferred.