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Financial Operations Specialist

J. Patterson Group, Inc.
Mansfield, TX Full Time
POSTED ON 4/15/2025
AVAILABLE BEFORE 5/14/2025

The Client Services Associate's responsibilities will change over time as instructed by Investment Adviser Representative to meet the ongoing needs of the company.

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Job openings at J. Patterson Group, Inc.

J. Patterson Group, Inc.
Hired Organization Address Mansfield, TX Full Time
Requirements: To be successful in this role, you must have excellent problem-solving, decision-making, and analytical sk...
J. Patterson Group, Inc.
Hired Organization Address Mansfield, TX Full Time
Key Responsibilities: Draft and send correspondence to clients and the home office. Document all contact with clients. B...
J. Patterson Group, Inc.
Hired Organization Address Mansfield, TX Full Time
Job Description As a Client Service Associate at J. Patterson Group, Inc., you will be responsible for assisting with da...
J. Patterson Group, Inc.
Hired Organization Address Mansfield, TX Full Time
Job Summary J. Patterson Group Inc. is a corporation offering investment guidance to high net worth families, retired fi...

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