Client Success Associate at The Pastor Financial Group

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

Who We Are: The Pastor Financial Group, led by Renée Pastor, has built a legacy of trust and tailored financial guidance. Since 1989, we’ve offered financial planning services that 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, acting as a dependable resource for client needs 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 necessary resources.
• Help organize client meetings and manage follow-up tasks, including documentation and scheduling.
• Update client information and meeting notes in our CRM system, ensuring accuracy.
• Collaborate with advisors to address client needs, including preparing for reviews and implementing service changes.
• Coordinate client appreciation events and communications to strengthen client relationships.

Requirements

• Relationship Builder: You genuinely enjoy connecting with people and understanding their goals.

• Organized & Detail-Oriented: You thrive on managing details and maintaining accurate records.
• Tech-Savvy: Proficient in MS Office and CRM software (experience with financial planning tools a plus).
• Effective Communicator: You can relay complex information clearly and professionally.
• Driven by Service: You are dedicated to meeting and exceeding client expectations.

Why Join Us? Be a key part of a team that values both professional success and personal fulfillment. We offer a supportive work environment, growth opportunities, and a culture rooted in respect, trust, and client focus.

Benefits

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!