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Job Description: Client Service Associate (Full-Time) Position Overview: We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) 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 Management (CRM) system., • Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as needed., • Product Support:Assist with Annuity and Insurance paperwork and support marketing initiatives., • Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests., • Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL., • Project Assistance: Support the management team with various projects during downtime. Qualifications: • Experience: Prior experience in a client service role within a financial advisory or investment firm is preferred. Familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, and LPL is a plus., • Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively., • Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving., • Education: A bachelor's degree in finance, business, or a related field is preferred., • Plus: Familiarity with key industry platforms and tools, including but not limited to:, • Portfolio Management Systems (e.g., Orion, Morningstar)., • Financial Planning Software (e.g., eMoney Advisor, MoneyGuidePro)., • Customer Relationship Management (CRM) Software (e.g., Salesforce)., • Understanding of compliance software relevant to the financial industry.

If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of s

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

Client/Customer Service experience. Basic understanding of brokerage regulations and rules that govern client. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, an

The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized servi

At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.If you are seeking the first step towards a rich and rewarding career in financial consulting, look no

Design and implement solution supporting hierarchical configuration changes for distributed and scalable software platform. Conduct analysis of software vulnerabilities and security flows and Implement mitigation and remediation solution. Experience must include 72 months of experience involving the

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a dire

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

Your OpportunityDirector, Head of Technical Research and StrategyCharles Schwab Corporation is seeking to recruit an outstanding market-focused leader to serve as Director, Head of Technical Research and Strategy for the Schwab Center for Financial Research. The Director, Head of Technical Research

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the m

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. Schwab remains commi

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab.At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the sta

You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. As a Client Relationship Specialist (CRS), you have the oppor

At Schwab, you're empowered to make an impact on your career. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provid

As a Financial Consultant at Schwab, you will be provided with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. As a Financial Consultant at Schwab, you will be provided with the pr

Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services. Previous experience as a Tax, Trust, and Estate attorney strongly preferred. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

This position covers Mid-Atlantic (NJ, VA, MD, DC).

A leading financial services company is seeking a Wealth Management Coach & Consultant to enhance client engagement skills within their branch network.This role emphasizes developing branch employees through targeted coaching while requiring deep knowledge of wealth management and financial planning

Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Investment Professionals' Compensation | Charles Schwab. Investment P

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. At Schwab, you're em

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