The Pacific Financial Group jobs
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CLIENT SERVICES ASSOCIATE
Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...
| Company | The Pacific Financial Group |
|---|---|
| Address | Antioch, TN |
| Category | Retail |
| Salary | $39.5K - $50K a year |
| Job type | Full-time |
| Date Posted | 4 weeks ago See detail |
Client Services Associate
The Pacific Financial Group
Antioch, TN
$39.5K - $50K a year
Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...
4 weeks ago seen See more...
Client Services Associate
The Pacific Financial Group
Miami, FL
$37.4K - $47.4K a year
Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...
2 months ago seen See more...
Client Services Associate
The Pacific Financial Group
Addison, TX
$36.4K - $46.1K a year
Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...
2 months ago seen See more...
Client Services Associate
The Pacific Financial Group
Anaheim, CA
$43K - $54.5K a year
Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...
2 months ago seen See more...
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