Wealth Client Success Specialist
OnePoint BFG Wealth Partners
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Benefits offered by this job
Job summary
OnePoint BFG Wealth Partners in Minneapolis, MN is seeking a Client Relationship Specialist to support financial advisors with client services and administration. You will own CRM data accuracy, coordinate new account paperwork, and manage money movements through centralized onboarding and trading teams.
Work across custodial platforms and reporting systems to ensure a seamless client experience. This role offers growth within a fast‑growing, client‑focused wealth management firm and exposure to
Qualifications
- Bachelor's degree in finance, business, or related field, or equivalent experience.
- 1–3 years in client service or operations in financial services.
- Experience with account opening, transfers, and money movement is desirable.
- Proficient in Microsoft Office; Salesforce and custodial platforms a plus.
Responsibilities
- Serve as first point of contact for clients, handle calls, meetings, and materials.
- Maintain accuracy of client information in the CRM.
- Coordinate new account paperwork, rollovers, and money movement.
- Support reporting and onboarding across custodial platforms and systems.
- Assist trading by communicating with centralized trading team.
Skills
Education
Tools
Job description
OnePoint BFG Wealth Partners in Minneapolis, MN is seeking a Client Relationship Specialist to support financial advisors with client services and administration. You will own CRM data accuracy, coordinate new account paperwork, and manage money movements through centralized onboarding and trading teams.
Work across custodial platforms and reporting systems to ensure a seamless client experience. This role offers growth within a fast‑growing, client‑focused wealth management firm and exposure to
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