About this opportunity
OnePoint BFG Wealth Partners lists this Client Service Associate opportunity in eagle, Idaho. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
Worksite address
eagle, ID, 83616, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.