Client Experience Specialist - Financial Services
OnePoint BFG Wealth Partners
OnePoint BFG Wealth Partners seeks a Client Relationship Specialist to support multiple financial advisors with administrative and client service duties. The role focuses on ensuring accurate CRM data, handling new account paperwork, and assisting with product and trading support. The position requires strong organization, excellent communication, and a client-service mindset, with familiarity across custodial platforms and compliance tools. This is a full-time on-site role in Parsippany, NJ. #J-18808-Ljbffr OnePoint BFG Wealth Partners
Vacancy posted 2 days ago
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