Client Services Associate
OnePoint BFG Wealth Partners
Morristown, NJ · Posted October 24, 2026
More in New Jersey job market · Financial Services & Banking · Customer Success jobs
Pay compared with the market
This listing does not state pay. Across 37 open client services associate listings that state pay, the middle half runs $55,000 to $85,000 and the median is $73,500.
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About the job
...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA, working behind the scenes to support advisors and...