Wealth Client Experience Manager

OneDigital Investment Advisors LLC; United States; Presencial; USD 60 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Retirement plan

Paid time off

Learning and development programs

Resumo da oferta

OneDigital Investment Advisors LLC is seeking a client service professional to ensure an exceptional client experience within our wealth management team.

The role focuses on onboarding, ongoing client support, and coordinating with advisors, operations, and custodians to deliver accurate information and timely responses. Candidates should demonstrate strong communication skills and the ability to manage multiple tasks in a fast-paced environment.

Qualificações

• Solid understanding of wealth management principles and client service.
• Excellent communication, presentation and interpersonal skills.
• Experience coordinating client onboarding, meetings and paperwork.
• Ability to manage multiple tasks, stay organized and maintain regulatory compliance.

Responsabilidades

• Onboard and manage clients, guiding them through accounts and services.
• Prepare materials for client meetings and reviews with advisors.
• Collaborate with custodians and internal teams to process client transactions.
• Maintain accurate records of client interactions and follow up on outstanding items.
• Support office organization and participate in team meetings.

Conhecimentos

Communication skills

Interpersonal skills

Time management

Microsoft Office

CRM systems

Adaptability

Confidentiality

Formação académica

Bachelor's degree in Business, Economics, Finance, or related field

Ferramentas

Salesforce

Orion

CRM systems

Microsoft Office Suite

Descrição da oferta de emprego

OneDigital Investment Advisors LLC is seeking a client service professional to ensure an exceptional client experience within our wealth management team.

The role focuses on onboarding, ongoing client support, and coordinating with advisors, operations, and custodians to deliver accurate information and timely responses. Candidates should demonstrate strong communication skills and the ability to manage multiple tasks in a fast-paced environment.