Client Experience Manager, Wealth & Planning

OneDigital; Atlanta, Northern (GA, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

OneDigital is seeking a Client Service Manager in Atlanta to ensure an exceptional client experience and strong client relationships. You will collaborate with clients and internal teams, guiding onboarding, coordinating meetings, and handling inquiries while supporting wealth management services.

The role requires a solid foundation in financial planning, investment strategies, and regulatory knowledge, with strong communication and organizational skills.

Qualifications

• Solid understanding of financial planning principles, investment strategies, and regulations.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and respond to system changes.
• Must maintain confidentiality of highly sensitive client information.
• Regular and predictable attendance is required.

Responsibilities

• Maintain understanding of internal and partner systems affecting sales, service efficiency, and client experience.
• Guide new clients through onboarding, explain account setup, services, and procedures.
• Coordinate with internal teams to ensure smooth client transitions.
• Partner with advisors to establish regular client reviews and meetings.
• Act as primary contact for client inquiries and ensure timely responses.
• Prepare materials for client meetings, including financial plans and investment summaries.
• Collaborate with custodians and internal teams to process client transactions.
• Maintain accurate records of client interactions and follow up on outstanding items.

Skills

Communication

Interpersonal skills

Multitasking

MS Office

CRM systems

Education

Bachelor's degree in Business/Economics/Finance

Tools

Salesforce

Orion

Charles Schwab

Fidelity

Job description

OneDigital is seeking a Client Service Manager in Atlanta to ensure an exceptional client experience and strong client relationships. You will collaborate with clients and internal teams, guiding onboarding, coordinating meetings, and handling inquiries while supporting wealth management services.

The role requires a solid foundation in financial planning, investment strategies, and regulatory knowledge, with strong communication and organizational skills.