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© All Rights Reserved. ApplyBlast.com
PAX Financial Group
The Client Service Associate supports financial advisors and the COO by handling client communications, transactional requests, and meeting coordination while ensuring confidentiality and high-quality service. The role involves managing client relationships, preparing case materials, processing data, and maintaining accurate records in Salesforce.
At PAX Financial Group, you get fee-based fiduciary advice from fiduciary advisors who are passionate about investing in your life.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for PAX Financial Group.
PAX Financial Group didn’t post a salary, so this is our estimate from similar listings.
29% below the average for this role