Client Service Specialist for Financial Advisory

PAX Financial Group, LLC; San Antonio (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Company-sponsored employee events

Paid Time Off

Defined Contribution retirement package

Job summary

A financial services firm located in San Antonio, Texas is seeking a Client Service Associate (CSA) to provide exceptional service to clients and advisors. This role involves scheduling meetings, handling client transactions, and maintaining professional relationships. The ideal candidate should have a high school diploma, 3-5 years in the financial industry, and excellent communication skills. The firm offers competitive salary options and a supportive team environment.

Qualifications

• Minimum of 3-5 years in the financial industry in Administrative/Client Service role.
• Ability to work independently and manage multiple tasks.
• Proficient in customer service with strong communication skills.

Responsibilities

• Provide excellent service to clients and advisors.
• Respond to client emails, letters, and phone calls.
• Schedule client meetings and prepare cases.

Skills

Excellent written and verbal communication skills

Detail-oriented

Critical thinking skills

Problem-solving skills

Team player

Responsible and trustworthy

Integrity

Self-starter

Time management

Organizational skills

Education

High school diploma

Bachelor’s Degree

Tools

Microsoft Office (Word, PowerPoint, Excel, Outlook)

Salesforce

Job description

A financial services firm located in San Antonio, Texas is seeking a Client Service Associate (CSA) to provide exceptional service to clients and advisors. This role involves scheduling meetings, handling client transactions, and maintaining professional relationships. The ideal candidate should have a high school diploma, 3-5 years in the financial industry, and excellent communication skills. The firm offers competitive salary options and a supportive team environment.