Job Description

Position: Client Success Associate at The Pastor Financial Group

Are you passionate about building meaningful client relationships and supporting individuals in achieving their financial goals? Are you tired of the restrictions placed on you at the big financial firms? Join The Pastor Financial Group where our mission is to blend empathy and expertise to guide clients toward confident, fulfilling financial futures.

We We Are : The Pastor Financial Group, led by Renee Pastor, has built a legacy of trust and tailored financial guidance. Since 1989, we've offered financial planning services to integrate logic and understanding to meet clients' unique needs. Whether it's retirement planning, asset management, or personalized advice on navigating life's big changes, we are committed to a holistic, client-centered approach.

About The Role : As a Client Success Associate, you'll be at the forefront of our client experience. You will act as a dependable resource for client paperwork and inquiries. You'll support our team in delivering a seamless, proactive, and personalized service that builds lasting client trust and satisfaction.

Key Responsibilities:

• Act as the first point of contact for client inquiries, providing timely, accurate information.
• Assist in onboarding new clients, ensuring they feel welcome and are set up with the proper resources.
• Ensure a great client experience by getting documentation right, the first time.
• Update client information and meeting notes in our CRM, ensuring accuracy.
• Collaborate with advisors and other team members to ensure a great experience for all clients who visit or call our office.
• Take the lead in helping process client insurance forms.
• Assist in coordinating regular client meetings.

Requirements :

• Organized and Detail-Oriented: You thrive on managing details and maintaining accurate records.
• Tech-Savvy: Proficient in MS Office and CRM software (not necessarily our CRM, but CRM in general is preferred).
• Experience handling administrative work in the financial services industry.
• Experience processing insurance paperwork.
• Effective Communicator: You can relay complex information clearly and professionally.
• Driven by Service: You are dedicated to meeting and exceeding client expectations.

Preferred :

• Insurance License, Series 7, Series 66 licensure.

Benefits :

• Competitive Salary
• 401(k) with company match
• Paid time off

If you're ready to grow with a team that values integrity and lasting relationships, we'd love to hear from you. Apply today to become part of The Pastor Financial Group family!

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