Client Service Associate (CSA)

• The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors.
• CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance.
• CSA is responsible for helping the Financial Advisors manage existing relationships.
• CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

• →Responding to clients’ emails, letters, and phone calls
• →Handling client transactional requests
• →Solving client-related problems
• →Providing trade instructions to trade teams
• →Scheduling existing client meetings

• Scheduling Client Meetings
• Facilitating Case Prep Meetings
• Disseminating Necessary Actions
• Final Oversight of Deliverables

• Ensuring the Completion of Action Items
• Processing Data to Provide Deliverables from Meetings
• Facilitating Paperwork to/from Clients to Custodians
• Following Up with Clients
• Collecting Necessary Documents from Clients
• Updating Salesforce Data Entries
• Ensuring the Delivery of Promises of Financial Advisors (FAs)

• Excellent written and verbal communication skills
• Detail-oriented
• Critical thinking skills
• Problem-solving skills
• High-level confidentiality
• High-level customer service skills
• Team player
• Responsible and trustworthy
• Integrity
• Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily.
• A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor.
• Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

• Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook).
• Experience in Salesforce is highly desired.
• Excellent customer service and good oral and written communication skills.
• Professional and articulate with strong attention to detail.
• Ability to work efficiently, effectively, and independently to see projects through to conclusion.
• Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

• Must have a high school diploma
• Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative/Client Service role

• Bachelor’s Degree

• Series 65 (Preferred)

• Sponsorship of industry licensing and credentialing
• Administrative, marketing, trade execution, and financial planning support for advisors
• Personal office space with shared conference and meeting rooms
• State-of-the-art tools in CRM, planning software, and behavioral finance
• Company-sponsored employee events
• Volunteer Time Off
• Paid Time Off
• Comprehensive health benefits package
• Defined Contribution retirement package
• A warm, welcoming culture built on teamwork, trust, and encouragement of one another

• Founded in 2007 by three Texas industry veterans
• Widely recognized by independent companies for rapid growth and employee satisfaction
• PAX advisors are independent advisors and do not offer clients proprietary products

*Salary is negotiable

If you believe your background and interests align with this role, we invite you to complete a short assessment as part of our application process.

The assessment helps us understand work style and role fit and is required to move forward.

https://assessment.predictiveindex.com/bo/CQ3R/ClientServiceAssociate_Dec2025_53119

We appreciate your interest in PAX Financial Group and look forward to learning more about you.