Client Service Associate (CSA)
Bill Good Marketing
New Orleans, louisiana
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...