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65 Pathgroup Client Service Representative Jobs Hiring Near You

Tekberry

Client Service Representative

Tolleson, AZ · On-site

$15.75 - $21.25/hr

Client Services Tekberry is looking for a highly qualified and motivated CSR to work on-site with our client, a top-tier global automotive businesses company. As a W2 employee you will have access to ...

Bravens

Client Service Representative

Davie, FL · On-site

$14.75 - $20/hr

Client Service Representative. Location: Davie, FL. Summary: * The position of Client Service Representative entails being the primary customer support for our Arbitration Hub. * Success in this ...

Ampcus

Client Service Representative

Davie, FL

$14.75 - $20/hr

Client Service Representative. Location: Davie, FL. Summary: * The position of Client Service Representative entails being the primary customer support for our Arbitration Hub. * Success in this ...

Tekberry

Client Service Representative

Davie, FL · On-site

$18/hr

Client Service Representative (Clerk-Arbitration) Pay Rate: +/- $18/hr Job Type: Contract Shift(s): Mon - Fri, 8:30am - 5pm Location: Davie, FL Tekberry is looking for a highly qualified and ...

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PathGroup Jobs Information

Do workers at PathGroup get paid breaks?

No. Most people don’t get paid breaks.
72% of people say they don’t get paid breaks.
Based on data from 39 people who took the Breakroom Quiz between January 2025 and May 2026.

Does PathGroup pay people when they’re sick?

Yes. Most people get paid when they’re sick.
73% of people say they would get paid if they were sick but scheduled to work.
Based on data from 30 people who took the Breakroom Quiz between May 2025 and May 2026.

At PathGroup, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
72% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 32 people who took the Breakroom Quiz between May 2025 and May 2026.

Is the health insurance from PathGroup affordable enough for their workers?

Most people say the health insurance costs are okay.
73% of people say the health insurance costs are okay
Based on data from 30 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get paid time off at PathGroup?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 34 people who took the Breakroom Quiz between May 2025 and May 2026.

Do workers at PathGroup worry about hours?

Most people don’t worry about getting enough hours.
88% of people report they don’t worry about getting enough hours.
Based on data from 33 people who took the Breakroom Quiz between December 2024 and May 2026.

Do PathGroup workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
47% report that they don’t have enough control over which shifts they work.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and May 2026.

How easy is it for PathGroup workers to change shifts?

Most people find it hard to change shifts.
80% of people report that it’s hard to change shifts if they need to.
Based on data from 15 people who took the Breakroom Quiz between December 2024 and August 2025.

How easy is it to get time off at PathGroup?

Some people find it hard to get time off.
38% of people report it’s hard to get time off.
Based on data from 32 people who took the Breakroom Quiz between May 2025 and May 2026.

Do PathGroup managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
91% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and May 2026.

Do workers at PathGroup do extra work that they don't get paid for?

Rarely. Most people don’t do unpaid extra work.
88% of people report that they don’t do extra unpaid work.
Based on data from 33 people who took the Breakroom Quiz between December 2024 and May 2026.

How easy is it to take sick days at PathGroup?

Some people find it hard to take sick days.
39% of people report that it’s hard to take time off if they are sick.
Based on data from 49 people who took the Breakroom Quiz between December 2024 and May 2026.

Is working at PathGroup good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
67% of people who care for a child or other relative report this is a good place to work.
Based on data from 18 people who took the Breakroom Quiz between December 2024 and May 2026.

Do people at PathGroup feel treated with respect by their managers?

Some people don’t feel treated with respect by their managers.
35% of people say they’re not treated with respect by their managers.
Based on data from 31 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at PathGroup get to take their breaks without interruption?

Most people get breaks without interruption.
76% of people report that they get to take their breaks without interruption.
Based on data from 33 people who took the Breakroom Quiz between March 2025 and March 2026.

Is it stressful to work at PathGroup?

Some people feel stressed out here.
50% of people say they often feel stressed out at work.
Based on data from 34 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at PathGroup enjoy their jobs?

Most people enjoy their job.
81% of people report they enjoy their job.
Based on data from 47 people who took the Breakroom Quiz between December 2024 and May 2026.

Do people at PathGroup recommend working with their team?

Only some people recommend working with their team.
62% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 34 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get enough training when they start at PathGroup?

Most people got enough training when they started.
71% of people report they got enough training when they started working here.
Based on data from 31 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get support to advance at PathGroup?

Only some people are given support to advance their career here.
In the last year, 64% of people report not being given support to advance their career here.
Based on data from 47 people who took the Breakroom Quiz between December 2024 and May 2026.

Do people think PathGroup’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
90% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 30 people who took the Breakroom Quiz between May 2025 and May 2026.

Do workers feel well informed about how PathGroup is doing?

Most people don’t feel well informed about how the company is doing.
68% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 47 people who took the Breakroom Quiz between December 2024 and May 2026.
What other companies are hiring for Client Service Representative jobs?
What are the most popular jobs at Pathgroup?
What are the most popular categories at Pathgroup?
Infographic showing various Client Service Representative job openings at Pathgroup in the United States as of May 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 94% Physical, and 6% Hybrid job distribution.

Client Service Representative

Fortune Financial

Hopkins, MN • On-site

$45K - $60K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 7 days ago

Job description

Position: Client Service Representative.
Reports to: Director of Client Services.

COMPENSATION & BENEFITS:
  • PTO package, including vacation and holidays.
  • Medical, Dental, Employer-paid Life Insurance, Short-Term and Long-Term Disability Insurance.
  • 401K with Profit Sharing.

ORGANIZATION/BUSINESS OVERVIEW:
Fortune Financial is a team of experienced financial professionals who provide personalized, goal-based strategies and advice for individuals, corporate executives, business owners, and their families. Our group offers specialized expertise in developing comprehensive, results-focused financial strategies to enable clients to pursue long-term financial success efficiently.
POSITION SUMMARY:
We are seeking a highly motivated and proactive individual to join our team as a Client Service Representative. As a Client Service Representative, you will be actively involved in supporting the service of investment, annuity and insurance products, while interacting directly with our clients. Responsibilities include meeting preparation, maintaining our client relationship management database, providing required forms, and following through to ensure processes are completed. The position also includes tasks such as account opening, general business processing and day-to-day operations responsibilities.
Successful candidates will demonstrate a passion for delivering superior client service and be able to work in a fast-paced, collaborative team environment. You are detail oriented with proven organizational skills, able to work independently and can easily multi-task. You will be expected to have excellent written and verbal communication skills and be highly professional while communicating with clients by phone or in-person, and with other members of the team. An ideal candidate is always looking for ways to assist the team and take on new tasks that may arise as the business changes.
Responsibilities:
  • Assist with day-to-day operations.
  • Schedule meetings.
  • Meeting preparation.
  • Collect relevant information and documentation to set up new accounts.
  • Process required paperwork for investment transactions; interact with broker-dealer and vendors.
  • Respond to client inquiries.
  • Build and maintain client relationships through excellent service.
  • Maintain and manage client database (CRM).
  • Maintain files in accordance with compliance and record retention policies.
  • Provide compliance and marketing support.

Requirements:
  • 1+ years experience in the financial industry or in an administrative role.
  • Associate degree or equivalent.
  • Self-motivated.
  • Highly detail oriented.
  • Driven to deliver superior client service.
  • Ability to multi-task with high degree of accuracy and prioritize tasks.
  • Demonstrate high level of professionalism.
  • Excellent interpersonal skills.
  • Highly ethical team player; desire to work in small team environment.
  • Ability to learn and apply standard operating procedures and compliance regulations.
  • Proficiency with Microsoft Office.
  • Series 6 or 7 and 66 (or 63/65) preferred but not required.