Client Service Representative

BFS Advisory Group; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance 100% coverage

Hybrid schedule (3 days in office, 2 W

401(k) match

PTO & 10 paid holidays

Job summary

BFS Advisory Group, a Dallas-based wealth management firm, seeks a Client Service Representative to support the advisory team and provide high-touch client service. You will handle client requests, account administration, and custodial processing while maintaining confidentiality and professional discretion.

The CSR supports Client Service, Financial Planning, and Investment teams, contributing to the DBT360 planning workflow.

Qualifications

• 1–3 years experience in an RIA, wealth management, or financial services operations role.
• Strong communications 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 professional image and project our values and culture with clients, colleagues, vendors, and other third-party contacts.

Responsibilities

• 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 accurate notes and communication records in Redtail CRM.
• Deliverservice consistent with BFS’s emphasis on stewardship and authenticity.
• Prepare and submit new account applications (various account types) and initiate ACAT transfers.
• Perform money-movement tasks (wires, checks, internal transfers) in compliance with requirements.
• Track outstanding paperwork and proactively follow up with custodians and clients.
• Ensure client records stay accurate across custodial platforms and assist with planning deliverables.
• Support the DBT360 planning workflow by gathering data and preparing deliverables.

Skills

Communication skills

Attention to detail

Multitasking

MS Office & CRM

Discretion & professionalism

Team collaboration

Education

Series 7

63/65/66 license

CFP designation preferred

Tools

Fidelity systems

Schwab systems

Redtail CRM

eMoney

Holistiplan

Job description

BFSAdvisory Groupis seekingaClient Service Representative(CSR)forourteam.TheCSR supports the advisory team and ensures clients receive high-touch, proactive, andaccurateservice experience. This role managesday‑to‑dayclient 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.

TheCSRwill beinstrumental inassistingtheteam inexecuting onclient needs, frommoney movementtomeeting preparation,account maintenance, and direct client service.TheCSRwillberesponsible forsupporting the Client Service, Financial Planning, and Investment teams for ongoing and as-needed tasks.The ideal candidate hasexemplary time management skills and the ability toanticipatetheclients’ and team’sneeds, andis expected tomaintainconfidentiality in clientfinancial, legal, personnel and institutional information,while exercising professionalism and discretion.

The ideal candidate will reinforce and advance the BFS Advisory Groupbrand throughcreatinga superbclient experience,beinga strong teamplayer,andconsistentlyprovidingsuperior 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,accuratenotes and communication records in Redtail CRM
• Deliverservice consistent with BFS’s emphasis on stewardship and authenticity

2. Account Administration & Custodian Processing

BFS Advisory Group is affiliated withNewEdge AdvisorsandNewEdge Securities (FINRA/SIPC)for custodial and brokerage operations.

Responsibilities include:

• Preparing andsubmittingnew 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 withcompliance requirements
• Tracking outstanding paperwork and proactively following up with custodians and clients
• Ensuring client records stayaccurateacross all custodial platforms
• Generate and assembleclientreview packets and planning documents
• Support the DBT360 planning workflow by gathering data, updating documents, and preparing deliverables
• Collaborate with advisors duringmeetingprep and follow‑through
• Assistwith tax planning tasks, year‑end reporting coordination, and Holistiplan uploads
• Maintainaccuratedata 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 Schwabsystems
• Redtail CRM
• eMoneyfinancial planning software
• Holistiplanfor 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 andallocationsummaries when supporting advisor reviews
• Troubleshooting client portal access issues
• Maintaining digital file structure and document retention requirements

Qualifications

Required

• 1–3years experiencein an RIA, wealth management, or financial services operations role
• Strong communicationskills 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
• Proficiencywith Microsoft Office (Word, Excel, Outlook) and CRM systems
• Ability tomaintainprofessional image and project our values and culture with clients,colleagues, vendors, and other third-party contacts

Preferred

• Series 7, 63/65,or 66or willing to get licensed within four months
• Experience withFidelity and/orSchwabsystems
• Familiarity witheMoney, Holistiplan,DocuSign, and custodian platforms
• Understanding offinancial planning terminology and standard account types
• CFP Designation
• Empathy & communication(reflecting core BFS values)
• Operational excellence & attention to detail
• Strong follow‑through and reliability
• Professional discretion and confidentiality
• Team collaboration with advisors, operations, and leadership
• Adaptability—responding gracefully to changing client needs
• Stewardship mindset—treating client matters with care and urgency

AboutBFS Advisory Group

BFS Advisory Group is aDallas‑basedwealth management firm helping clientsinvest for the life they wantthroughvalues‑basedfinancial planning,tax‑efficientinvesting, and comprehensive wealth advisory services.

The firm is guided by five core values—Integrity, Empathy, Future Focus, Independence, andAuthenticity—andoperateswith a deep commitment to fiduciary duty, objectivity, and stewardship.

Clients work with a credentialed advisory teamutilizingthe firm’s proprietaryDBT360 Financial Plan, a structured framework that helps clients make thoughtful,goal‑alignedfinancial decisions.Our mission is tohelpour clientstousetheir money to have the lives they want.We providebothinvestmentmanagementand financial planning advice to a diverse group of clients, primarily high net worth individuals and families who areexecutives or business owners.At BFSAG, we intend to be leaders in helping our clientsto understandtheir investments and how our industry serves them to help them achieve their goals.We build our team with employees who are passionate about serving clients the way we do, focusing on their needs, and designing financial solutions to help them achieve their goals.We providean exceptionalexperience to our clients, emphasizing ongoing education, fee transparency, and personalized communication.

We have been recognizedin DCEO, Dallas Business Journal, Modern Luxury, Investment News, Forbes,RIA Intel, Financial Planning, The Wall Street Journal, and other publications for our work andourphilanthropy.

What We Offer

Our goal is to hire team members that are well‑matched to excel in their position, and to provide them withhigh levelsof responsibilityand independence to do so.We provide resources and support so that our team members cangrowin their careers and provide valuetothe firm andtoour clients.Weofferon-the-job training, mentoring, and opportunities foreducation outside of the firm.We value a balanced life and believe that what our employees learn and experience outside of the office enriches what they can offer to our clients and firm.

The position includes a comprehensive compensation package:

• Potential for performance-based pay
• 100% coverage of health insurance premium
• 401(k) match
• 15 daysof PTO and 10 paid holidays
• Current hybrid schedulecomprisedof three days in the office and two days WFH