Wealth Client Services Specialist – Hybrid Role

BFS Advisory Group; Dallas (TX); Hybrid; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance 100% coverage

Hybrid schedule (3 days in office, 2 W

401(k) match

PTO & 10 paid holidays

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication skills

Attention to detail

Multitasking

MS Office & CRM

Discretion & professionalism

Team collaboration

Ausbildung

Series 7

63/65/66 license

CFP designation preferred

Tools

Fidelity systems

Schwab systems

Redtail CRM

eMoney

Holistiplan

Jobbeschreibung

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.