Client Service Associate - On Site (Phoenix, AZ)

About the role

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Summary

This role plays a key part in delivering an exceptional client experience and building strong relationships. This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions to meet client needs. The ideal candidate is an enthusiastic learner, adept at managing client-facing responsibilities, comfortable multitasking in a fast-paced environment, and contributing to the overall success of our wealth management team.

Essential Duties and Responsibilities

Client Onboarding & Management

• Build a foundational 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.
• Assist colleagues in guiding new clients through the onboarding process, explaining account setup, services, and procedures.
• Help collect necessary documentation and work with the team to ensure compliance with regulatory requirements.
• Contribute to a smooth client onboarding experience by collaborating with internal teams.
• Partner with advisors to schedule and coordinate client review meetings.
• Act as a primary point of contact for client inquiries, ensuring timely and accurate responses under manager supervision.
• Learn to build rapport with clients by actively listening and addressing their concerns.

Meeting Preparation & Client Service

• Assist advisors and service team in preparing materials for client meetings, including performance reports and investment summaries.
• Collaborate with custodians, brokerage firms, and internal teams to process client 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

• Collaborate with service team to 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 basic client and internal team inquiries via calls, emails, and other channels.

Teamwork & Support

• Provide calendar and schedule management for multiple advisors
• Provide meeting and event support for multiple advisors
• Assist with office organization 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

• Excellent communication, presentation, and interpersonal skills.*
• Demonstrated ability to manage multiple tasks and projects effectively.
• 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.
• Excellent written communication skills, with strong attention to detail

Education, Training and Experience

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
• 0-2 years' experience in wealth management service business preferred
• Familiarity with Charles Schwab and Fidelity preferred
• Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred

Pay and benefits

The typical base pay range for this role is: $55,000 - $65,000

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.

Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

• City and County of San Francsico
• City of Los Angeles
• County of Los Angeles

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!