Client Service Representative

BFS Advisory Group

Dallas (TX)

Hybrid

USD 45,000 - 65,000

Full time

14 days+

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Benefits offered by this job

100% coverage of health insurance premium

401(k) match

15 days of PTO

10 paid holidays

Performance-based pay

Job summary

A financial advisory firm in Dallas is seeking a Client Service Representative (CSR) to provide high-touch support for clients. The role involves managing client communications, preparing account documentation, and assisting with financial planning tasks. Ideal candidates will have 1–3 years in financial services, strong communication skills, and attention to detail. The position offers a hybrid work schedule with comprehensive benefits, including health insurance coverage and a 401(k) match.

Qualifications

1–3 years of experience in RIA or wealth management roles.
Ability to manage tasks within structured processes and workflows.
Ability to maintain professionalism and confidentiality.

Responsibilities

Act as a point of contact for administrative client needs.
Manage inbound calls and emails within service expectations.
Prepare client review packets and planning documents.

Skills

Strong communication skills

High accuracy and attention to detail

Client-first mindset

Proficiency with Microsoft Office

Ability to manage multiple tasks

Education

1–3 years experience in financial services operations

Tools

Redtail CRM

eMoney

Fidelity systems

Schwab systems

Job description

BFS Advisory Group is seeking a Client Service Representative (CSR) for our team. The CSR supports the advisory team and ensures clients receive high‑touch, proactive, and accurate service experience. This role manages day‑to‑day client requests, executes custodian operations, prepares planning materials, and reinforces the DBT360 planning process through excellent communication and operational discipline. The CSR is often the first and most frequent point of contact for clients, making this a cornerstone role in upholding BFS Advisory Group’s values and client experience standards.

The CSR will be instrumental in assisting the team in executing on client needs, from money movement to meeting preparation, account maintenance, and direct client service. The CSR will be responsible for supporting the Client Service, Financial Planning, and Investment teams for ongoing and as‑needed tasks. The ideal candidate has exemplary time management skills and the ability to anticipate the client’s and team’s needs, and is expected to maintain confidentiality in client financial, legal, personnel, and institutional information, while exercising professionalism and discretion.

The ideal candidate will reinforce and advance the BFS Advisory Group brand through creating a superb client experience, being a strong team player, and consistently providing superior service.

Key Responsibilities

1. Client Service & Communication

Act as a responsive, empathetic point of contact for administrative client needs
Manage inbound calls, emails, and CRM tasks within service‑level expectations
Prepare and send meeting confirmations, agendas, and follow‑up summaries
Maintain clear, accurate notes and communication records in Redtail CRM
Deliver service consistent with BFS’s emphasis on stewardship and authenticity

2. Account Administration & Custodian Processing

BFS Advisory Group is affiliated with NewEdge Advisors and NewEdge Securities (FINRA/SIPC) for custodial and brokerage operations.

Responsibilities include:

Preparing and submitting new account applications (individual, joint, trust, entity, IRA, qualified plans)
Initiating ACAT transfers, rollovers, contributions, journals, and distributions
Performing money‑movement tasks (wires, checks, internal transfers) in accordance with compliance requirements
Tracking outstanding paperwork and proactively following up with custodians and clients
Ensure client records stay accurate across all custodial platforms
Generate and assemble client review packets and planning documents
Support the DBT360 planning workflow by gathering data, updating documents, and preparing deliverables
Collaborate with advisors during meeting prep and follow‑through
Assist with tax planning tasks, year‑end reporting coordination, and Holistic plan uploads
Maintain accurate data for financial planning, investment reporting, and service calendars

4. Operations & Technology Support

The CSR will work across key systems used by BFS, including:

Fidelity and Schwab systems
Redtail CRM
eMoney financial planning software
Holistic plan for tax analysis
Portfolio management and reporting tools used internally (BFS manages portfolios in‑house)

Operational duties include:

Ensuring system data integrity (names, beneficiaries, risk profiles, compliance forms)
Preparing performance and allocation summaries when supporting advisor reviews
Troubleshooting client portal access issues
Maintaining digital file structure and document retention requirements

Qualifications

Required

1–3 years experience in an RIA, wealth management, or financial services operations role
Strong communication skills with a client‑first mindset
High accuracy, attention to detail, and reliability
Ability to manage multiple tasks and deadlines consistently
Comfort working within structured processes and workflows
Proficiency with Microsoft Office (Word, Excel, Outlook) and CRM systems
Ability to maintain a professional image and project our values and culture with clients, colleagues, vendors, and other third‑party contacts

Preferred