Wealth Client Success Specialist
Listed on 2026-10-07
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Finance & Banking
Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Banking & Finance
OnePoint BFG Wealth Partners in Minneapolis, MN is seeking a Client Relationship Specialist to support financial advisors with client services and administration. You will own CRM data accuracy, coordinate new account paperwork, and manage money movements through centralized onboarding and trading teams.
Work across custodial platforms and reporting systems to ensure a seamless client experience. This role offers growth within a fast‑growing, client‑focused wealth management firm and exposure to
We have an opening for a Wealth Client Success Specialist in Minneapolis, MN, United States within Sales.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Success Specialist role in the description above.
We appreciate your interest in this position.
Join OnePoint BFG Wealth Partners and contribute to our ongoing work.
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