Client Services Associate

OnePoint BFG Wealth Partners; Parsippany-Troy Hills (NJ); On-site; USD 50,000 - 75,000; Full time

Job summary

OnePoint BFG Wealth Partners is seeking an organized Client Service Associate (CSA) to support onboarding and transitions of advisor teams. This role works behind the scenes to assist advisors and internal teams, not direct client service.

The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, focusing on data entry, paperwork processing, and asset transfers.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field.
• 2+ years in financial operations or client services within financial services.
• Familiarity with client account processes and operations systems.
• Strong organizational and time management skills.
• Excellent communication and interpersonal abilities.
• Basic regulatory knowledge (FINRA, SEC) preferred.
• Experience with Salesforce, Orion, or similar reporting tools is a plus.

Responsibilities

• Assist in managing the end-to-end transition process for incoming advisor teams and firms.
• Handle the day-to-day details of account transfers, client data migration, and paperwork.
• Generate and issue Investment Advisory Agreements and internal contracts, forms, and materials.
• Maintain structured digital filing systems and upload documentation into project management software.
• Serve as a point of contact for advisors and internal departments, addressing simple operational questions.
• Track the progress of transitions and maintain accurate records of tasks and communications.
• Ensure compliance and regulatory requirements are met during transitions.
• Provide administrative and operational support to the Advisor Integrations Manager.
• Collaborate with technology teams to set up new advisors on OnePoint’s systems.
• Train teams on custodial functionality and best practices.

Skills

Organizational skills

Detail-oriented

Data entry

Regulatory awareness

Communication

Team collaboration

Education

Bachelor’s degree in Business or Finance

Tools

Salesforce

Orion

Charles Schwab

Fidelity

Job description

OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA, working behind the scenes to support advisors and internal teams rather than serving end clients directly.

The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, with a primary focus on data entry, paperwork processing, and asset transfers. This role is highly process-driven and ideal for someone who enjoys execution, accuracy, and supporting complex workflows during critical transition periods.

The ideal candidate has a strong operational mindset, experience in the financial services industry, and the ability to manage multiple tasks while tracking progress and communicating effectively with internal teams and external partners.

Key Responsibilities:

• Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately.
• Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly.
• Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment.
• Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency.
• Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Advisor Integrations Manager as needed.
• Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process.
• Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation.
• Provide administrative and operational support to the Advisor Integrations Manager, assisting with the execution of workflows, scheduling, and project management tasks.
• Collaborate with technology teams to help set up new advisors on OnePoint’s systems, providing guidance and troubleshooting when necessary.
• Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field.
• 2+ years of experience in financial operations, client services, or an administrative role in the financial services industry.
• Familiarity with client account processes, operations systems, and financial technology platforms.
• Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines.
• Excellent communication and interpersonal skills, with a service-oriented mindset.
• Basic knowledge of regulatory compliance and industry standards (FINRA, SEC, etc.) is preferred.
• Ability to work collaboratively in a fast-paced environment.
• Experience with Charles Schwab and/or Fidelity a plus.
• Experience with Salesforce and Orion, or similar reporting software a plus.