Client Relationship Specialist

Job Description: Client Relationship Specialist (Full-Time)

Position Overview:

We are seeking a highly motivated and detail-oriented Client Relationship Specialist (CRS) to join our team at OnePoint BFG. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service.

Key Responsibilities:

• Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings.
• CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship M...