Client Relationship Specialist

Client Relationship Specialist at OnePoint BFG Wealth Partners Client Relationship Specialist at OnePoint BFG Wealth Partners in Whippany, New Jersey Posted in 2 days ago.

Type:

full-time

Job Description:

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 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: Portfolio Management Systems (e.g., Orion, Morningstar). 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.