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. Primary responsibilities. Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Ass...
Salesforce Administrator – Bellevue, WA Hybrid or US Remote. The Salesforce Administrator will serve as primary system administrator for TPFG’s Salesforce platform, provide Salesforce support to internal end-users, and use Salesforce expertise to streamline processes, increase efficiency, and ensure data integrity. The position reports to the Business Applications Manager and collaborates closely with cross-functional teams to configure, maintain...
