Advisor Transition Operations Associate

OnePoint BFG Wealth Partners

OnePoint BFG Wealth Partners is seeking an organized Client Service Associate (CSA) to support onboarding and transitions of advisor teams. This role works behind the scenes to assist advisors and internal teams, not direct client service. The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, focusing on data entry, paperwork processing, and asset transfers. #J-18808-Ljbffr OnePoint BFG Wealth Partners

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Vacancy posted 4 days ago

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