Client Relationship Specialist

Job Description: Client Relationship Specialist (Full-Time)

Position Overview:

We are seeking a highly motivated and detail-oriented Client Relationship Specialist (CRS) 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 M...

Ready to Apply?

Submit your application today and join our talented team at OnePoint BFG Wealth Partners.