Client Relations Specialist

OnePoint BFG Wealth Partners; Atlanta (GA); Híbrido; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

OnePoint BFG Wealth Partners is seeking a Client Relationship Specialist to support several financial advisors by handling a range of client service tasks, CRM maintenance, and onboarding coordination. The role focuses on accurate client data and efficient paperwork flow across onboarding and trading teams.

You will work with custodial platforms and reporting tools to ensure a seamless client experience, while contributing to the firm's growth and operational excellence in a dynamic client

Formación

• Bachelor's degree in finance, business, or related field, or equivalent experience in financial services.
• 1-3 years of client service or operations experience in financial services (RIA/wealth management/brokerage preferred).
• Knowledge of financial products, account types, and industry terminology.
• Experience with account opening, transfer processing, and money movement is desirable.
• Proficient in Microsoft Office; CRM experience (Salesforce) and custodial platforms are a plus.
• Series 65 or other financial certifications are a plus but not required.

Responsabilidades

• Serve as the first point of contact for clients, manage meetings scheduling and materials for annual reviews.
• Maintain accuracy of client information in the CRM system.
• Coordinate new account paperwork, rollovers, and money movement through centralized onboarding.
• Assist with reporting and analysis using custodial portals, Orion, and eMoney.
• Support trading instructions through the centralized trading team and familiarity with Schwab, Fidelity, Pershing, Goldman Sachs, and LPL.

Conocimientos

CRM knowledge

Financial services knowledge

Microsoft Office

Educación

Bachelor's degree in finance, business, or related field

Herramientas

Salesforce

Schwab

Fidelity

Pershing

G< Goldman Sachs

LPL

Orion Reporting

eMoney

Descripción del empleo

Location: OnePoint BFG Wealth Partners - Atlanta, GA, United States (Onsite; hybrid subject to Firm policy)

Department: Client Services

Reports To: Client Relationship Manager

At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Client Relationship Specialist.

Position Overview:

The Client Relationship Specialist (CRS) supports several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. The CRS serves as a first point of contact for clients, owns the accuracy of client information in the CRM, and coordinates new account paperwork, money movement, and day-to-day service requests through the firm's centralized onboarding and trading teams. Working across custodial platforms and firm reporting systems, the role ensures operations run efficiently and clients receive an exceptional service experience. This position offers the opportunity to work in a dynamic environment and contribute directly to the firm's continued growth and operational excellence.

Key Responsibilities:

• Client Interaction: Serve as the first point of contact for clients, answering phone calls, and scheduling, confirming, and preparing materials for client meetings, including annual review meetings.
• CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system.
• Account Management: Facilitate all aspects of new account paperwork, rollovers, money movement, and additional paperwork tasks through the centralized account onboarding team.
• 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: Facilitate advisor trade instructions through the centralized trading team and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL.

Qualifications:

• Education
• Bachelor's degree in finance, business, or a related field, or equivalent experience in the financial services industry.
• Experience
• 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.
• Technical Skills
• 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.
• Certifications (preferred, but not required)
• Series 65, or other relevant financial industry certifications, are a plus but not required.

Desired Skills and Competencies

• Attention to Detail: Strong attention to detail and the ability to handle sensitive client information with discretion.
• Communication: Excellent communication skills, both verbal and written.
• Problem Solving: Strong problem-solving skills and the ability to troubleshoot issues independently.
• Client Focus: Client-focused with a high level of professionalism and service orientation.
• Prioritization: Ability to prioritize and manage multiple tasks in a fast-paced environment.

Why Join Us:

Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture.

Here is why you should build your career with us:

• Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
• Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
• Competitive Rewards: We offer a top-tier salary and a comprehensive benefits package — including medical, dental, vision, 401(k), and paid time off (PTO) — designed to attract and retain the industry’s best talent.
• Professional Advancement: Benefit from continuous development opportunities and long-term career progression.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Equal Employment Opportunity (EEO) Statement:

OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.

OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated.

Investment advisory and financial planning services offered through Bleakley Financial

Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG

Wealth Partners (herein referred to as “OnePoint BFG”).