Client Relationship Specialist

Job Description: Client Relationship Specialist (Full-Time) Position Overview We are seeking a highly motivated and detail-oriented Client Relationship Specialist (CRS) to join our team at OnePoint BFG. The CRS will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client servic Key Responsibilities Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meeti CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) sys Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as nee Product Support:Assist with Annuity and Insurance paperwork and support marketing initi Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and Project Assistance: Support the management team with various projects during downt Qualifications Experience: Prior experience in a client service role within a financial advisory or investment firm is preferred. Familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, and LPL is a Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effect Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-so Education: A bachelor's degree in finance, business, or a related field is pref Plus: Familiarity with key industry platforms and tools, including but not limit to:Portfolio Management Systems (e.g., Orion, Morning star).Financial Planning Software (e.g., eMoney Advisor, MoneyGuid ePro).Customer Relationship Management (CRM) Software (e.g., Salesf orce).Understanding of compliance software relevant to the financial ind #J-18808-Ljbffr OnePoint BFG Wealth Partners