Client Service Associate
At OnePoint BFG we are seeking a candidate to fill a full-time Client Service Associate position.
The right person should have experience working as a Client Service Associate/Administrative Assistant in the wealth management, financial planning, and/or asset management business.
This individual will be part of a team of professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a client-first business and we pride ourselves on our warm, family atmosphere. A positive attitude and friendly personality is a must!
Responsibilities:
- Run Orions & Package Reviews to include Fedexs and in-person binding
- Email out copies of Review and Zoom Link reminders
- Send 1099s
- Assist client with setting up online access to include maintenance when adding accounts
- Assist ancillary services like Careful
- Emoney updating
- Contacting Annuity Companies & Outside vendors
- Sending Appointment Reminders and Client Materials before calls
- Sending Meeting Materials to Clients after calls, along with follow up emails on action items
- Operation follow ups that are Client facing – tax withholding, Orion/Schwab reporting issues, custodian alerts, tracking and follow up on outstanding forms / signatures for Alts, etc.
- Transition analyses for AQR & alternatives strategies
- CRM reporting and logging annual reviews
- Smaller account maintenance things like ToD additions, beneficiary updates, address updates
- Daily Deposit Log
- Withdrawal processing and follow up
Knowledge, Skills & Abilities:
- Provide exceptional service to all clients. Extreme attention to accuracy and detail is a requirement.
- Highly Responsible and accountable, self-motivated
- Excellent organizational and time management skills
- Ability to independently prioritize work
- Ability to handle multiple tasks within tight time frames
- Proficiency with Microsoft Office and computer software and systems to perform duties
- Maintain, improve and optimize office processes
- Strong verbal, written and interpersonal communication skills
- Interest in financial markets and investment securities
