Client Service Rep _Work from home

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 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.

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

Maintain clear, accurate notes and communication records in Redtail CRM

Deliver service consistent with BFS’s emphasis on stewardship and authenticity

Account Administration & Custodian Processing
BFS Advisory Group is affiliated with NewEdge Advisors and NewEdge Securities (FINRA/SIPC) for custodial and brokerage operations.

Preparing and submitting new account applications (individual, joint, trust, entity, IRA, qualified plans)

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

Assist with tax planning tasks, year‑end reporting coordination, and Holistic plan uploads

Maintain accurate data for financial planning, investment reporting, and service calendars

Operations & Technology Support
Redtail CRM

eMoney financial planning software

Holistic plan for tax analysis

Portfolio management and reporting tools used internally (BFS manages portfolios in‑house)

Ensuring system data integrity (names, beneficiaries, risk profiles, compliance forms)

Preparing performance and allocation summaries when supporting advisor reviews

Maintaining digital file structure and document retention requirements

1-3 years experience in an RIA, wealth management, or financial services operations role

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

Familiarity with eMoney, Holistic plan, DocuSign, and custodian platforms

Understanding of financial planning terminology and standard account types

Team collaboration with advisors, operations, and leadership

Potential for performance‑based pay

100% coverage of health insurance premium

15 days of PTO and 10 paid holidays

Current hybrid schedule comprised of three days in the office and two days WFH

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