OnePoint BFG Wealth Partners · 2 days ago
Client Relations Specialist
Atlanta, GA
Full-time
Onsite
Entry, Mid Level
1+ years expOnePoint BFG Wealth Partners is a financial services firm seeking an Advisor Relationship Specialist. This role is crucial for supporting advisors with the necessary tools and resources to enhance client relationships, ensuring effective communication and compliance throughout the process.
FinanceFinancial ServicesProfessional Services
Hiring Manager
Stefania DiPalma, SHRM-SCP
Responsibilities
Serve as a primary point of contact for advisors and clients, ensuring all requests, inquiries, and communications are handled promptly and professionally
Provide updates to clients and advisors on the status of requests or any actions being taken, ensuring transparency and a high level of service
Act as a liaison between advisors and other departments (e.g., operations, compliance, technology, trading) to ensure all client questions or issues are addressed
Regularly update and maintain client records in the CRM system (e.g., Practifi) ensuring all client information is accurate and up-to-date
Track interactions, manage contact details, and log important notes regarding client preferences or needs
Submit tasks to appropriate departments such as client service, trading, billing, etc. and action items on behalf of the advisor, ensuring follow-ups, and client-related activities are scheduled and tracked effectively
Submit weekly compliance memo to ensure accurate documentation of activities
Maintain and track client annual meeting calendar
Review and log all correspondence related to client interactions and ensure compliance regulations
Monitor and report all gifting activities, ensuring they align with compliance guidelines
Track and report non-discretionary trades
Maintain an updated Client Relationship Summary (CRS) log
Qualification
Required
Bachelor's degree in finance, Business, or related field, or equivalent experience in the financial services industry
1-3 years of experience in a client service or operations role within a financial services environment, preferably in an RIA, wealth management, or brokerage firm
Knowledge of financial products, account types, and investment industry terminology
Experience with account opening, transfer processing, and move money transactions is highly desirable
Proficient in Microsoft Office Suite (Excel, Word, Outlook)
Experience with CRM (Salesforce), custodial platforms (e.g., Schwab, Fidelity, Pershing), and financial account management systems is a plus
Strong understanding of financial transactions, including wire transfers, ACH, and other methods of money movement
Strong attention to detail and ability to handle sensitive client information with discretion
Excellent communication skills, both verbal and written
Strong problem-solving skills and the ability to troubleshoot issues independently
Client-focused with a high level of professionalism and service orientation
Ability to prioritize and manage multiple tasks in a fast-paced environment
Preferred
Series 65, or other relevant financial industry certifications, are a plus but not required
Benefits
Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off (PTO).
Opportunities for career growth and development within the firm.
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.
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