On-site Account Onboarding Specialist - Wealth Ops

OnePoint BFG Wealth Partners; Parsippany-Troy Hills (NJ); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) and PTO

Job summary

OnePoint BFG Wealth Partners is seeking an Operations Associate, Account Onboarding, to support day-to-day client account servicing in Parsippany, NJ. You will help open, transfer and move money for client accounts, while coordinating with compliance and internal teams to ensure accuracy and regulatory alignment.

The role requires detail orientation, strong communication, and the ability to work in a fast-paced, client‑focused environment.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• 1–3 years of client service or operations experience in financial services (RIA/wealth management/brokerage).
• Experience with account opening, transfers, and move money transactions is highly desirable.
• Proficiency with MS Office; familiarity with CRM and custodial platforms is a plus.

Responsibilities

• Assist with completing and reviewing account opening forms for accuracy and compliance.
• Process new account applications and ensure documentation is complete.
• Coordinate with compliance to set up accounts per regulatory requirements.
• Facilitate asset transfers between custodians and follow up on pending items.
• Process move money requests (ACH, wires) to ensure timely execution and accuracy.
• Respond to client inquiries about account status and servicing needs.
• Coordinate with advisors, operations, and compliance to meet client needs.
• Maintain records of advisor interactions and transactions.

Skills

Attention to detail

Communication

Team collaboration

Client service

Problem solving

Education

Bachelor's degree in finance or related field

Tools

Salesforce

Schwab

Fidelity

Pershing

Job description

OnePoint BFG Wealth Partners is seeking an Operations Associate, Account Onboarding, to support day-to-day client account servicing in Parsippany, NJ. You will help open, transfer and move money for client accounts, while coordinating with compliance and internal teams to ensure accuracy and regulatory alignment.

The role requires detail orientation, strong communication, and the ability to work in a fast-paced, client‑focused environment.