Client Service Associate - On Site (Phoenix, AZ)

OneDigital Investment Advisors LLC; Phoenix (AZ); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Paid time off

Learning & development

Job summary

OneDigital Investment Advisors LLC in Phoenix is seeking an on-site Client Onboarding & Wealth Services Assistant to support onboarding, client communications, and data management. You will collaborate with advisors to prepare materials, process transactions, and ensure regulatory compliance while maintaining accurate CRM records.

The role emphasizes organization, confidentiality, and customer-focused service.

Qualifications

• Excellent communication, presentation, and interpersonal skills.
• Ability to manage multiple tasks and projects effectively.
• 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 help respond to new systems.
• Maintain confidentiality of highly sensitive client information.
• Regular and predictable attendance is required.
• Excellent written communication with attention to detail.

Responsibilities

• Build understanding of internal and partner systems affecting sales, service, and client experience.
• Assist colleagues in guiding new clients through onboarding and account setup.
• Collect documentation and ensure regulatory compliance.
• Collaborate with custodians, brokerages, and internal teams to process transactions.
• Prepare materials for client meetings and review paperwork for account activities.
• Maintain accurate client records in the CRM and update profiles.

Skills

Communication

Presentation skills

Interpersonal skills

Task management

MS Office

Adaptability

Continuous learning

Confidentiality

Attendance

Written communication

Education

Bachelor's degree in Business/ Economics/ Finance or related

Tools

Microsoft Office

Orion

Salesforce

Job description

Job Summary

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.

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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.li>
• 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.
• 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.

Compensation

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. To learn more, visit: www.onedigital.com/careers

Equal Employment Opportunity

OneDigital is an equal opportunity employer. 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. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. 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.

Artificial Intelligence Use

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.

Our People and Culture

OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offerthe same total-wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members.

Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn