Wealth Management Client Services Associate

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

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development

Job summary

OneDigital is seeking a Client Service Associate to work on site in Phoenix, AZ, supporting wealth management clients. The role focuses on onboarding, servicing, and coordinating with advisors to ensure a seamless client experience.

The ideal candidate has strong communication, multitasking ability, and proficiency with MS Office; familiarity with Salesforce, Orion, Charles Schwab and Fidelity is a plus. This is a full-time, on-site position with competitive pay and benefits.

Qualifications

• 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 new systems.
• Maintain confidentiality of highly sensitive client information.
• Regular and predictable attendance is required.
• Excellent written communication skills, with strong attention to detail.

Responsibilities

• Onboard and manage clients, guiding them through services and procedures.
• Assist with meeting preparation and materials for client reviews.
• Collaborate with custodians and internal teams to process client transactions and paperwork.
• Maintain accurate client data in the CRM system and update records as needed.
• Provide calendar and schedule management for multiple advisors and support office operations.

Skills

Communication

Multitasking

MS Office

Adaptability

Confidentiality

Written communication

Attendance

Education

Bachelor's degree in Business/ Economics/ Finance

Tools

Salesforce

Orion

Charles Schwab

Fidelity

Job description

OneDigital is seeking a Client Service Associate to work on site in Phoenix, AZ, supporting wealth management clients. The role focuses on onboarding, servicing, and coordinating with advisors to ensure a seamless client experience.

The ideal candidate has strong communication, multitasking ability, and proficiency with MS Office; familiarity with Salesforce, Orion, Charles Schwab and Fidelity is a plus. This is a full-time, on-site position with competitive pay and benefits.