Client Relationship Specialist
OnePoint BFG Wealth Partners, Parsippany, NJ, United States
Job Description: Client Service Associate (Full-Time)
Position Overview We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at OnePoint BFG. The CSA 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.
Key Responsibilities
Client Interaction: 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.
Qualifications
Experience: 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.
Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively.
Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving.
Education: 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., eMoney Advisor, MoneyGuidePro).
Customer Relationship Management (CRM) Software (e.g., Salesforce).
Understanding of compliance software relevant to the financial industry.
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Position Overview We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at OnePoint BFG. The CSA 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.
Key Responsibilities
Client Interaction: 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.
Qualifications
Experience: 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.
Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively.
Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving.
Education: 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., eMoney Advisor, MoneyGuidePro).
Customer Relationship Management (CRM) Software (e.g., Salesforce).
Understanding of compliance software relevant to the financial industry.
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