OnePoint BFG Wealth Partners ยท 3 days ago
Client Experience Coordinator
Eagle, ID
Full-time
Onsite
New Grad, Entry LevelOnePoint BFG Wealth Partners is committed to providing personalized financial relationships, and they are seeking a Client Experience Coordinator to enhance client satisfaction. The role involves managing front-office operations and ensuring a seamless client experience through effective communication and organization.
FinanceFinancial ServicesProfessional Services
Hiring Manager
Max Wilson, CFP, CLU, ChFC, CASL
Responsibilities
Elevating client satisfaction and creating a seamless client experience
Creating a warm and professional atmosphere
Managing front-office operations
Addressing inquiries with prompt communication and professionalism
Qualification
Required
Exceptional Communication abilities to effectively engage with clients and team members
Strong Organization Skills to manage client interactions, appointments, and administrative responsibilities efficiently
Dedication to enhancing the Customer Experience by providing attentive and proactive solutions
Proficiency in using office software and CRM tools
Ability to work collaboratively in a team-oriented environment
Preferred
Prior experience in client service or a related field preferred
Company
OnePoint BFG Wealth Partners
Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint.
Founded in 1984
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Rise Growth Partners
2024-08-20Private Equity
Leadership Team
Andy Schwartz
Co-Founder, CEO, Managing Partner, and Wealth Management Advisor
Carlos Noriega
Executive Director of Advisor Solutions
Recent News
2025-06-26
Company data provided by crunchbase