Client Service Associate, On Site

About the Role

This role plays a key part in delivering an exceptional client experience and building strong relationships. This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs. The ideal candidate is an enthusiastic learner, adept at managing client-facing responsibilities and contributing to the overall success of our wealth management team.

Essential Duties and Responsibilities

• Build a foundational understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience, including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT.
• Assist colleagues in guiding new clients through the onboarding process, explaining account setup, services, and procedures.
• Help collect necessary documentation and work with the team to ensure compliance with regulatory requirements.
• Contribute to a smooth client onboarding experience by collaborating with internal teams.
• Partner with advisors and the service team to schedule and coordinate client review meetings.
• Act as an initial point of contact for client inquiries, ensuring timely and accurate responses under manager supervision.
• Learn to build rapport with clients by actively listening and addressing their concerns.
• Assist advisors and service team in preparing materials for client meetings, including performance reports and investment summaries.
• Collaborate with custodians, brokerage firms, and internal teams to process client transactions.
• Coordinate with team to prepare and review necessary paperwork for account-related activities (e.g., account opening, transfers, withdrawals, beneficiary updates).
• Maintain accurate records of client interactions and follow up on outstanding items.
• Ensure compliance with regulatory requirements and internal policies.
• Ensure accurate and timely reporting.
• Maintain client data in the CRM system, ensuring accuracy and completeness.
• Update client profiles, contact information, and preferences.
• Handle basic client and internal team inquiries via calls, emails, and other channels.
• Provide calendar and schedule management for multiple advisors.
• Provide meeting and event support for multiple advisors.
• Assist with office organization and other administrative tasks as needed.
• Regularly attend team meetings and contribute insights to enhance client service.
• Perform other duties as assigned.

Requirements & Tech Stack

• Excellent communication, presentation, and interpersonal skills.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Excellent written communication skills, with strong attention to detail.
• Business travel up to 25%.

Qualifications

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
• 0-2 years' experience in wealth management service business preferred.
• Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred.
• Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred.