Client Services Associate

OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA , working behind the scenes to support advisors and internal teams rather than serving end clients directly.

The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, with a primary focus on data entry, paperwork processing, and asset transfers. This role is highly process-driven and ideal for someone who enjoys execution, accuracy, and supporting complex workflows during critical transition periods.

The ideal candidate has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks while tracking progress and communicating effectively with internal teams and external partners.

Key Responsibilities:

• Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately.
• Handle the day-to-day details of account transfers , client data migration, and paperwork, ensuring all processes are executed smoothly.
• Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment.
• Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency.
• Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed.
• Track the progress of transitions , maintaining accurate records of tasks, documentation, and communication throughout the process.
• Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation.
• Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks.
• Collaborate with technology teams to help set up new advisors on OnePoints systems, providing guidance and troubleshooting when necessary.
• Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems.

Qualifications:

• Bachelors degree in Business, Finance, or a related field.
• 2+ years of experience in financial operations, client services, or an administrative role in the financial services industry.
• Familiarity with client account processes, operations systems, and financial technology platforms.
• Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines.
• Excellent communication and interpersonal skills, with a service-oriented mindset.
• Basic knowledge of regulatory compliance and industry standards (FINRA, SEC, etc.) is preferred.
• Ability to work collaboratively in a fast-paced environment.
• Experience with Charles Schwab and/or Fidelity a plus.
• Experience with Salesforce and Orion, or similar reporting software a plus.
• Experience with DocuSign a plus