onepoint bfg wealth partnersBoonton, NJ
Advisor Transition Operations Associate
Advisor Transition Operations Associate
Advisor Transition Operations Associate
onepoint bfg wealth partnersBoonton, NJ
yesterday
Portfolio Management and Investment AdviceOther Management Consulting ServicesAdministrative Management and General Management Consulting Services
Apply for this role →One Point BFG Wealth Partners is seeking an organized Client Service Associate (CSA) to support onboarding and transitions of advisor teams. This role works behind the scenes to assist advisors and internal teams, not direct client service.
The CSA will partner closely with the Transition Operations Manager to manage the operational and custodial components of advisor transitions, focusing on data entry, paperwork processing, and asset transfers.
Also on the board Same function, level within a rung
Level
Junior
Location
Boonton, NJ
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
yesterday