Full Time - Client Services Rep
OnePoint BFG Wealth Partners
Client Relationship Specialist (Full-Time)
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 service.
Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings.
CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system.
Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as needed.
Product Support: Assist with Annuity and Insurance paperwork and support marketing initiatives.
Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests.
Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL.
Project Assistance: Support the management team with various projects during downtime.
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 plus.
A high level of client service orientation, a collaborative attitude, and a proactive approach to problem‑solving.
A bachelor's degree in finance, business, or a related field is preferred.
Plus: Familiarity with key industry platforms and tools, including but not limited to:
Financial Planning Software (e.g., Customer Relationship Management (CRM) Software (e.g., Salesforce).
Understanding of compliance software relevant to the financial industry.
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$60k
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