Wealth Ops & Client Accounts Specialist

OneDigital Investment Advisors LLC; Overland Park (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health

Wellbeing

Retirement

Other benefits

PTO

Overtime pay

Learning & development programs

Expense reimbursement

Job summary

OneDigital is seeking a Wealth Management Operations Specialist to deliver day-to-day operational and administrative support for branch offices. You will ensure accurate account setup, system maintenance, reporting, and compliance with company policies.

You will work with custodians and internal partners, supporting audits, procedures, and improvements while upholding high service standards.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, or related field preferred.
• 2–5 years of relevant business experience, preferably in investment operations or process management.
• Experience with Schwab, Fidelity, and/or TD Ameritrade platforms preferred.
• Experience with Orion Advisor Technology or similar platforms (e.g., Tamarac, Black Diamond) preferred.
• Working knowledge of basic investment terms, account types, and operational workflows.

Responsibilities

• New Account Setup & Data Management: setup new client accounts and maintain documentation in systems.
• Operational Support & Administration: create documents, spreadsheets, presentations, and assist with phone coverage.
• Systems, Audits & Process Management: act as system administrator and support audits and procedures.
• Collaboration & Continuous Improvement: propose reporting enhancements and lead ad hoc projects.

Skills

Attention to detail

Communication

Customer service

Organization

MS Office

Salesforce

Smartsheet

Problem solving

Education

Bachelor’s degree preferred

Tools

Schwab

Fidelity

TD Ameritrade

Orion Advisor Technology

Tamarac

Black Diamond

Job description

OneDigital is seeking a Wealth Management Operations Specialist to deliver day-to-day operational and administrative support for branch offices. You will ensure accurate account setup, system maintenance, reporting, and compliance with company policies.

You will work with custodians and internal partners, supporting audits, procedures, and improvements while upholding high service standards.