Client Service Representative

BFS Advisory Group is seeking a Client Service Representative (CSR) for our team. The CSR supports the advisory team and ensures clients receive high‑touch, proactive, and accurate service experience. This role manages day‑to‑day client requests, executes custodian operations, prepares planning materials, and reinforces the DBT360 planning process through excellent communication and operational discipline. The CSR is often the first and most frequent point of contact for clients, making this a cornerstone role in upholding BFS Advisory Group’s values and client experience standards. The CSR will be instrumental in assisting the team in executing on client needs, from money movement to meeting preparation, account maintenance, and direct client service. The CSR will be responsible for supporting the Client Service, Financial Planning, and Investment teams for ongoing and as‑needed tasks. The ideal candidate has exemplary time management skills and the ability to anticipate the client’s and team’s needs, and is expected to maintain confidentiality in client financial, legal, personnel, and institutional information, while exercising professionalism and discretion. The ideal candidate will reinforce and advance the BFS Advisory Group brand through creating a superb client experience, being a strong team player, and consistently providing superior service. Key Responsibilities 1. Client Service & Communication Act as a responsive, empathetic point of contact for administrative client needs Manage inbound calls, emails, and CRM tasks within service‑level expectations Prepare and send meeting confirmations, agendas, and follow‑up summaries Maintain clear, accurate notes and communication records in Redtail CRM Deliver service consistent with BFS’s emphasis on stewardship and authenticity 2. Account Administration & Custodian Processing BFS Advisory Group is affiliated with NewEdge Advisors and NewEdge Securities (FINRA/SIPC) for custodial and brokerage operations. Responsibilities include: Preparing and submitting new account applications (individual, joint, trust, entity, IRA, qualified plans) Initiating ACAT transfers, rollovers, contributions, journals, and distributions Performing money‑movement tasks (wires, checks, internal transfers) in accordance with compliance requirements Tracking outstanding paperwork and proactively following up with custodians and clients Ensure client records stay accurate across all custodial platforms Generate and assemble client review packets and planning documents Support the DBT360 planning workflow by gathering data, updating documents, and preparing deliverables Collaborate with advisors during meeting prep and follow‑through Assist with tax planning tasks, year‑end reporting coordination, and Holistic plan uploads Maintain accurate data for financial planning, investment reporting, and service calendars 4. Operations & Technology Support The CSR will work across key systems used by BFS, including: Fidelity and Schwab systems Redtail CRM eMoney financial planning software Holistic plan for tax analysis Portfolio management and reporting tools used internally (BFS manages portfolios in‑house) Operational duties include: Ensuring system data integrity (names, beneficiaries, risk profiles, compliance forms) Preparing performance and allocation summaries when supporting advisor reviews Troubleshooting client portal access issues Maintaining digital file structure and document retention requirements Qualifications Required 1–3 years experience in an RIA, wealth management, or financial services operations role Strong communication skills with a client‑first mindset High accuracy, attention to detail, and reliability Ability to manage multiple tasks and deadlines consistently Comfort working within structured processes and workflows Proficiency with Microsoft Office (Word, Excel, Outlook) and CRM systems Ability to maintain a professional image and project our values and culture with clients, colleagues, vendors, and other third‑party contacts Preferred Series 7, 63/65, or 66, or willing to get licensed within four months Experience with Fidelity and/or Schwab systems Familiarity with eMoney, Holistic plan, DocuSign, and custodian platforms Understanding of financial planning terminology and standard account types CFP Designation Empathy & communication (reflecting core BFS values) Operational excellence & attention to detail Strong follow‑through and reliability Professional discretion and confidentiality Team collaboration with advisors, operations, and leadership Adaptability—responding gracefully to changing client needs Stewardship mindset—treating client matters with care and urgency What We Offer The position includes a comprehensive compensation package: Potential for performance‑based pay 100% coverage of health insurance premium 401(k) match 15 days of PTO and 10 paid holidays Current hybrid schedule comprised of three days in the office and two days WFH #J-18808-Ljbffr BFS Advisory Group