Client Services Specialist — Hybrid, Planning Support

BFS Advisory Group; Dallas (TX); Hybrid; USD 45,000 - 65,000; Full time

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

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.