Client Service Associate
Posted 2 days ago
onepoint bfg wealth partnersEagle (ID)
SENIORITY
Junior
SALARY
$50,000 - $55,000
About the role
Client Service Associate On‑site | Eagle, Idaho About Us We are a boutique, relationship‑driven wealth management firm dedicated to delivering thoughtful financial planning and exceptional client service. Our team values professionalism, collaboration, and a warm, welcoming environment for both clients and colleagues. We are looking for a Client Service Associate who will also serve as the front‑desk point of contact — a hybrid role ideal for someone who enjoys both analytical work and occasional client interaction.
About the Role:
The Client Service Associate supports our advisors while also managing front‑desk responsibilities and answering incoming calls. This position is perfect for someone who is detail‑oriented, personable, and eager to grow within the financial planning profession.
What You’ll Do:
Financial Planning Support Gather and input client data into planning software and CRM systems Prepare meeting materials and track follow‑up items Conduct basic research on planning topics and investment products Maintain accurate and compliant client records Client Service & Front Desk Greet clients and visitors with professionalism and warmth Answer and route incoming phone calls Manage the front desk area and maintain a welcoming office environment Schedule appointments and coordinate calendars Handle mail, scanning, filing, and general office tasks
What We’re Looking For:
Bachelor’s degree in finance, business, economics, or related field preferred Experience in financial services, client service, or administrative roles is a plus Strong communication skills and a client‑first mindset High attention to detail and ability to manage multiple priorities Proficiency with Microsoft Office and CRM experience is helpful
Who You Are:
Organized and proactive, with strong follow‑through Curious and motivated to grow in the financial planning field Comfortable working in a small, collaborative team environment Entry Level Position = $50,000 - $55,000 starting salary + bonuses after 90 day probationary period
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this