Client Service Manager

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

## Client Service ManagerApply: Atlanta, GA: Full time: Posted Yesterday: R9463When 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.**Our Newest Opportunity:****Summary:**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 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.* 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.* Assist advisors 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*** 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.* 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 25%.**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, Fidelity and/or Raymond James preferred* Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred**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.