11811 NE 1st Street,,
Client Services Associate – Bellevue, WA or Remote in US
The Client Services Associate reports directly to the Client Services Manager and will support the Operations team. We are looking for a Client Services Associate who is organized, detail-oriented, and comfortable in a customer service role.
The primary responsibilities of this role include:
The Pacific Financial Group Inc. (‘TPFG’) is an innovative, fast growing investment advisory and WealthTech company based in Bellevue, Washington providing wealth management advice to investors, independent investment advisors and wealth management companies. We pride ourselves itself on the principle that everyone should have access to quality, independent investment advice. We maintain a friendly, supportive workplace in which each individual is given the opportunity to advance their potential.
Our company offers competitive salary and benefits including:
Additional health insurance coverage available at personal cost, such as additional life, Flexible Spending Account (FSA), long-term disability, and/or short-term disability.
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