Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

This role is pivotal in ensuring an exceptional client experience and maintaining professional relationships. This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs. The ideal candidate is an enthusiastic learner, adept at managing client-facing responsibilities, eager to master new processes and contributing to the overall success of our wealth management team.

Essential Duties and Responsibilities (includes but is not limited to):

Client Onboarding & Management

• Maintain a working understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT.

• Guide new clients through the onboarding process, explaining account setup, services, and procedures.

• Prepare and review necessary paperwork for client accounts, including account opening, transfers, withdrawals, and beneficiary updates.

• Collect necessary documentation and ensure compliance with regulatory requirements.

• Coordinate with internal teams to facilitate a smooth transition for new clients.

• Partner with advisors to establish a regular client review process, scheduling and coordinating meetings.

• Act as the primary point of contact for client inquiries, ensuring timely and accurate responses.

• Foster strong relationships by actively listening and addressing client concerns.

Meeting Preparation & Client Service

• Collaborate with operations in preparing materials for client meetings, including financial plans, performance reports and investment summaries.

• Prepare materials for client meetings, including performance reports and investment summaries.

• Collaborate with custodians, brokerage firms, and internal teams to process client transactions, including Execution of fund transfers, wire requests, and other financial

  transactions.

• Coordinate with team to prepare and review necessary paperwork for account-related activities (e.g., account opening, transfers, withdrawals, beneficiary updates).

• Maintain accurate records of client interactions and follow up on outstanding items.

Data Management & Communication

• Ensure compliance with regulatory requirements and internal policies.

• Collaborate with team members to ensure accurate and timely reporting.

• Maintain client data in the CRM system, ensuring accuracy and completeness.

• Update client profiles, contact information, and preferences.

• Handle incoming calls, emails, and inquiries from clients and internal team members.

Teamwork & Support

• Assist with office organization, filing, and other administrative tasks as needed.

• Regularly attend team meetings and contribute insights to enhance client service.

• Perform other duties as assigned.

Qualifications, Skills and Requirements:

• Solid understanding of financial planning principles, investment strategies, and relevant regulations.

• Excellent communication, presentation, and interpersonal skills.

• Demonstrated ability to manage multiple tasks and projects effectively.

• Strong analytical and problem-solving skills.

• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).

• Ability to adapt to a rapidly changing business and technology environment.

• Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.

• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.

• Regular and predictable attendance is required.

• Business travel up to 20%.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.

• 5+ years' experience in wealth management service business preferred.

• Familiarity with Charles Schwab preferred.

• Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred.

• Familiarity with or relevant work experience with retirement plans.

Other:
This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!