Client Service Assistant

Job Description

Job Description

Description:

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