Client Service Associate - On Site (Phoenix, AZ)

OneDigital • Phoenix, AZ

2d • Onsite

About The Position

The Client Service Associate supports an exceptional client experience and strong relationships within OneDigital’s wealth management team. The role assists with client onboarding, account administration, meeting preparation, communications, data management, and administrative support, working closely with clients, advisors, service colleagues, custodians, brokerage firms, and internal teams. The associate is expected to learn relevant internal and partner systems, handle client-facing responsibilities under manager supervision, and contribute to efficient, compliant service in a fast-paced environment.

The position is on site in Phoenix, Arizona. The typical base pay range is $55,000–$65,000, depending on skills, education, qualifications, professional experience, and location. Some roles may also be eligible for variable compensation, commission, and/or an annual bonus. Eligible employees receive health, wellbeing, retirement, and other financial benefits; paid time off; overtime pay for non-exempt employees; learning and development programs; reimbursement of job-related expenses under company policy; and potentially employee perks and discounts.

Requirements

• Excellent communication, presentation, interpersonal, and written communication skills, with strong attention to detail.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Ability to adapt to a rapidly changing business and technology environment and learn new solutions and systems.
• Ability to maintain the confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.

Nice To Haves

• Bachelor’s degree in Business, Economics, Finance, or a related field, or relevant work experience.
• 0–2 years of experience in a wealth management service business.
• Familiarity with Charles Schwab and Fidelity.
• Familiarity with Orion, Salesforce, other financial technology, and industry regulations.

Responsibilities

• Build a foundational understanding of internal and partner systems affecting sales, service efficiency, and client experience, including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT systems.
• Assist colleagues with new-client onboarding by explaining account setup, services, and procedures; collecting documentation; and coordinating with internal teams to support a smooth process and regulatory compliance.
• Partner with advisors to schedule and coordinate client review meetings.
• Serve as a point of contact for client inquiries under manager supervision, responding accurately and promptly and developing rapport by listening to clients and addressing their concerns.
• Help advisors and the service team prepare client meeting materials, including performance reports and investment summaries.
• Work with custodians, brokerage firms, and internal teams to process client transactions.
• Coordinate the preparation and review of paperwork for account openings, transfers, withdrawals, beneficiary updates, and other account activities.
• Maintain accurate records of client interactions and follow up on outstanding items.
• Collaborate with the service team to support compliance with regulatory requirements and internal policies and with colleagues to ensure accurate, timely reporting.
• Maintain accurate and complete client information in the CRM, including client profiles, contact details, and preferences.
• Handle basic client and internal inquiries by phone, email, and other channels.
• Manage calendars and schedules for multiple advisors and provide meeting and event support.
• Assist with office organization and other administrative tasks as needed.
• Attend team meetings and contribute insights to improve client service.
• Perform other duties as assigned.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses per company policy.
• Potential employee perks and discounts.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed