Front Desk & Client Service Associate – Wealth Management

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

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.