Client Service Representative

BFS Advisory Group is seeking a Client Service Representative (CSR) for our team. The CSR supports the advisory team and ensures clients receive high-touch, proactive, and accurate service experience. This role manages day‑to‑day client requests, executes custodian operations, prepares planning materials, and reinforces the DBT360 planning process through excellent communication and operational discipline. The CSR is often the first and most frequent point of contact for clients, making this a cornerstone role in upholding BFS Advisory Group’s values and client experience standards. 

The CSR will be instrumental in assisting the team in executing on client needs, from money movement to meeting preparation, account maintenance, and direct client service. The CSR will be responsible for supporting the Client Service, Financial Planning, and Investment teams for ongoing and as-needed tasks. The ideal candidate has exemplary time management skills and the ability to anticipate the clients’ and team’s needs, and is expected to maintain confidentiality in client financial, legal, personnel and institutional information, while exercising professionalism and discretion. 

The ideal candidate will reinforce and advance the BFS Advisory Group brand through creating a superb client experience, being a strong team player, and consistently providing superior service. 

Key Responsibilities 

1. Client Service & Communication 

• Act as a responsive, empathetic point of contact for administrative client needs 
• Manage inbound calls, emails, and CRM tasks within service‑level expectations 
• Prepare and send meeting confirmations, agendas, and follow‑up summaries 
• Maintain clear, accurate notes and communication records in Redtail CRM 
• Deliver service consistent with BFS’s emphasis on stewardship and authenticity 

2. Account Administration & Custodian Processing 

BFS Advisory Group is affiliated with NewEdge Advisors and NewEdge Securities (FINRA/SIPC) for custodial and brokerage operations. 

Responsibilities include: 

• Preparing and submitting new account applications (individual, joint, trust, entity, IRA, qualified plans) 
• Initiating ACAT transfers, rollovers, contributions, journals, and distributions 
• Performing money‑movement tasks (wires, checks, internal transfers) in accordance with compliance requirements 
• Tracking outstanding paperwork and proactively following up with custodians and clients 
• Ensuring client records stay accurate across all custodial platforms 

3. Advisor & Planning Support 

• Generate and assemble client review packets and planning documents 
• Support the DBT360 planning workflow by gathering data, updating documents, and preparing deliverables 
• Collaborate with advisors during meeting prep and follow‑through 
• Assist with tax planning tasks, year‑end reporting coordination, and Holistiplan uploads 
• Maintain accurate data for financial planning, investment reporting, and service calendars 

4. Operations & Technology Support 

The CSR will work across key systems used by BFS, including: 

• Fidelity and Schwab systems 
• Redtail CRM 
• eMoney financial planning software 
• Holistiplan for tax analysis 
• DocuSign for e‑signature 
• Portfolio management and reporting tools used internally (BFS manages portfolios in‑house) 

Operational duties include: 

• Ensuring system data integrity (names, beneficiaries, risk profiles, compliance forms) 
• Preparing performance and allocation summaries when supporting advisor reviews 
• Troubleshooting client portal access issues 
• Maintaining digital file structure and document retention requirements 

Qualifications 

Required 

• Bachelor's degree
• 1–3 years experience in an RIA, wealth management, or financial services operations role 
• Strong communication skills with a client‑first mindset 
• High accuracy, attention to detail, and reliability 
• Ability to manage multiple tasks and deadlines consistently 
• Comfort working within structured processes and workflows 
• Proficiency with Microsoft Office (Word, Excel, Outlook) and CRM systems 
• Ability to maintain professional image and project our values and culture with clients, colleagues, vendors, and other third-party contacts 

Preferred 

• Series 7, 63 / 65, or 66 or willing to get licensed within four months
• Experience with Fidelity and/or Schwab systems 
• Familiarity with eMoney, Holistiplan, DocuSign, and custodian platforms 
• Understanding of financial planning terminology and standard account types 
• CFP Designation  

Key Competencies 

• Empathy & communication (reflecting core BFS values) 
• Operational excellence & attention to detail 
• Strong follow‑through and reliability 
• Professional discretion and confidentiality 
• Team collaboration with advisors, operations, and leadership 
• Adaptability—responding gracefully to changing client needs 
• Stewardship mindset—treating client matters with care and urgency 

About BFS Advisory Group 

BFS Advisory Group is a Dallas‑based wealth management firm helping clients invest for the life they want through values‑based financial planning, tax‑efficient investing, and comprehensive wealth advisory services.  

The firm is guided by five core values—Integrity, Empathy, Future Focus, Independence, and Authenticity—and operates with a deep commitment to fiduciary duty, objectivity, and stewardship.  

Clients work with a credentialed advisory team utilizing the firm’s proprietary DBT360 Financial Plan, a structured framework that helps clients make thoughtful, goal‑aligned financial decisions. Our mission is to help our clients to use their money to have the lives they want.  We provide both investment management and financial planning advice to a diverse group of clients, primarily high net worth individuals and families who are executives or business owners. At BFS AG, we intend to be leaders in helping our clients to understand their investments and how our industry serves them to help them achieve their goals. We build our team with employees who are passionate about serving clients the way we do, focusing on their needs, and designing financial solutions to help them achieve their goals.  We provide an exceptional experience to our clients, emphasizing ongoing education, fee transparency, and personalized communication. 

We have been recognized in D CEO, Dallas Business Journal, Modern Luxury, Investment News, Forbes, RIA Intel, Financial Planning, The Wall Street Journal, and other publications for our work and our philanthropy. 

What We Offer 

Our goal is to hire team members that are well-matched to excel in their position, and to provide them with high levels of responsibility and independence to do so.  We provide resources and support so that our team members can grow in their careers and provide value to the firm and to our clients.  We offer on-the-job training, mentoring, and opportunities for education outside of the firm. We value a balanced life and believe that what our employees learn and experience outside of the office enriches what they can offer to our clients and firm.  

The position includes a comprehensive compensation package: 

• Base salary  
• Potential for performance-based pay 
• 100% coverage of health insurance premium 
• 401(k) match 
• 15 days of PTO and 10 paid holidays 
• Current hybrid schedule comprised of three days in the office and two days WFH 

For more information about us:  

www.bfsadvisorygroup.com