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OnePoint BFG Wealth Partners · 8 hours ago

Client Services Associate

Parsippany, NJ

Full-time

Onsite

Entry Level

2+ years exp

OnePoint BFG Wealth Partners is seeking a Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role focuses on managing operational tasks during transitions, ensuring efficiency and compliance while supporting advisors and internal teams.

FinanceFinancial ServicesProfessional Services

Hiring Manager

Brandi Antonucci

Responsibilities

Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately

Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly

Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment

Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency

Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed

Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process

Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation

Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks

Collaborate with technology teams to help set up new advisors on OnePoint’s systems, providing guidance and troubleshooting when necessary

Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems

Qualification

Financial operations experienceClient services experienceRegulatory compliance knowledgeSalesforceDocuSignOrganizational skillsCommunication skillsCharles SchwabOrionTime management skillsInterpersonal skillsWork collaboratively