Client Service Associate

OnePoint BFG Wealth Partners; Eagle (ID); Hybrid; USD 50,000 - 55,000; Full time

Job summary

OnePoint BFG Wealth Partners in Idaho is seeking a Client Service Associate who will also serve as front-desk contact in a hybrid role. You will support advisors, greet clients, and manage data in planning software and CRM systems.

The position involves preparing meeting materials, scheduling appointments, and maintaining accurate client records while contributing to a warm, collaborative office environment. Entry-level salary is listed with potential bonuses after a 90-day probation.

Qualifications

• Bachelor's degree in finance, business, economics, or related field preferred.
• Experience in financial services, client service, or administrative roles is a plus.
• Strong communication skills and a client-first mindset.
• High attention to detail and ability to manage multiple priorities.
• Proficiency with Microsoft Office and CRM experience is helpful.

Responsibilities

• Gather and input client data into planning software and CRM systems.
• Prepare meeting materials and track follow-up items.
• Conduct basic research on planning topics and investment products.
• Maintain accurate and compliant client records.
• Greet clients and visitors with professionalism and warmth.
• Answer and route incoming phone calls.
• Schedule appointments and coordinate calendars.
• Handle mail, scanning, filing, and general office tasks.

Skills

Communication skills

Client-first mindset

Attention to detail

Organization

Education

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

Tools

Microsoft Office

CRM systems

Job description

About Us

We are a boutique, relationship-driven wealth management firm dedicated to delivering thoughtful financial planning and exceptional client service. Our team values professionalism, collaboration, and a warm, welcoming environment for both clients and colleagues. We are looking for a Client Service Associate who will also serve as the front-desk point of contact - a hybrid role ideal for someone who enjoys both analytical work and occasional client interaction.

About the Role

The Client Service Associate supports our advisors while also managing front-desk responsibilities and answering incoming calls. This position is perfect for someone who is detail-oriented, personable, and eager to grow within the financial planning profession.

What You'll Do

• Gather and input client data into planning software and CRM systems
• Prepare meeting materials and track follow-up items
• Conduct basic research on planning topics and investment products
• Maintain accurate and compliant client records

Client Service & Front Desk

• Greet clients and visitors with professionalism and warmth
• Answer and route incoming phone calls
• Manage the front desk area and maintain a welcoming office environment
• Schedule appointments and coordinate calendars
• Handle mail, scanning, filing, and general office tasks

What We're Looking For

• Bachelor's degree in finance, business, economics, or related field preferred
• Experience in financial services, client service, or administrative roles is a plus
• Strong communication skills and a client-first mindset
• High attention to detail and ability to manage multiple priorities
• Proficiency with Microsoft Office and CRM experience is helpful

Who You Are

• Organized and proactive, with strong follow-through
• Curious and motivated to grow in the financial planning field
• Comfortable working in a small, collaborative team environment

Entry Level Position = $50,000 - $55,000 starting salary + bonuses after 90 day probationary period