Wealth Management Client Services Associate

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

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.