Investment Operations Manager. About PAX Financial Group. PAX Financial Group is a San Antoniobased Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact. Rooted in faith and inspired by 1 Timothy 6:1719, we believe wealth is a responsibility, not just a resour...
Job Title: Client Service Associate (CSA). Job Description. Summary/Objective. Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors. Essential Job Functions. . The CSA is a critical role working directly under the Client Serv...
