Client Relations Specialist - Hybrid Wealth Advisory Support

OnePoint BFG Wealth Partners; Atlanta (GA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

CRM knowledge

Financial services knowledge

Microsoft Office

Education

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

Tools

Salesforce

Schwab

Fidelity

Pershing

G< Goldman Sachs

LPL

Orion Reporting

eMoney

Job description

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