Wealth Advisor Operations & Custodial Specialist

OneDigital Investment Advisors LLC; Overland Park (KS); On-site; USD 70,000 - 100,000; Full time

Job summary

OneDigital Investment Advisors LLC is seeking a role that provides high-level operational and analytical support to the Wealth Advisor community and internal partners. You will act as a central point of contact for advisor service requests, escalations, and data quality assurance across custodial and technology platforms to ensure accurate case handling and a seamless advisor experience.

The position focuses on analyzing advisor service metrics, partnering with teams on data integrity, and

Qualifications

• Bachelor’s degree in finance, business administration, or related field.
• 3+ years of experience in financial services operations or advisor support.
• Strong communication and data analysis skills.

Responsibilities

• Serve as a primary liaison between advisors and operational teams to resolve service requests and workflow bottlenecks.
• Triage and resolve complex advisor cases related to account setup, maintenance, and custodial processing.
• Monitor Salesforce LINC tickets and task submissions to ensure SLAs and service quality.
• Maintain knowledge of multi-custodian processes for accurate advisor guidance.
• Collaborate with custodial relationship managers to address inquiries and systemic trends.

Skills

Analytical thinking

Interpersonal skills

Written & verbal communication

Data-driven mindset

Proactive service mindset

Education

Bachelor's degree in finance, business administration, or related field

Tools

Orion Advisor Tech

Salesforce

Schwab Advisor Center

Fidelity Wealthscape

Raymond James

Job description

OneDigital Investment Advisors LLC is seeking a role that provides high-level operational and analytical support to the Wealth Advisor community and internal partners. You will act as a central point of contact for advisor service requests, escalations, and data quality assurance across custodial and technology platforms to ensure accurate case handling and a seamless advisor experience.

The position focuses on analyzing advisor service metrics, partnering with teams on data integrity, and