Client Service Associate - On Site (Phoenix, AZ)

OneDigital • Phoenix, AZ

3d • $55,000 - $65,000 • Onsite

About The Position

The Client Service Associate helps deliver an exceptional client experience and build strong client relationships as part of OneDigital’s wealth management team. The role supports client onboarding, service requests, meeting preparation, data maintenance, and administrative coordination, working with clients, advisors, internal teams, custodians, and brokerage firms. The associate responds to client inquiries under manager supervision and learns when to engage sales or operations teams to meet client needs. The position is on site in Phoenix, Arizona, and includes business travel of up to 25%.

Requirements

• Excellent communication, presentation, interpersonal, and written communication skills.
• 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.
• Continual learner who can adopt new solutions and respond to the effects of new systems.
• Ability to maintain confidentiality of sensitive client information, including personnel and financial data.
• Regular and predictable attendance.
• Business travel up to 25%.
• Bachelor’s degree in Business, Economics, Finance, or a related field, or relevant work experience.
• 0–2 years of experience in wealth management service business preferred.

Nice To Haves

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

Responsibilities

• Build an understanding of OneDigital’s internal and partner systems used for sales, service, compliance, and client experience.
• Assist colleagues in guiding new clients through onboarding and explaining account setup, services, and procedures.
• Help collect required client documentation and support compliance with regulatory requirements.
• Collaborate with internal teams to provide a smooth client onboarding experience.
• Coordinate client review meetings with advisors and the service team.
• Serve as an initial point of contact for client inquiries and provide timely, accurate responses under manager supervision.
• Develop rapport with clients by listening actively and addressing concerns.
• Help prepare client meeting materials, including performance reports and investment summaries.
• Work with custodians, brokerage firms, and internal teams to process client transactions.
• Coordinate preparation and review of paperwork for account openings, transfers, withdrawals, and beneficiary updates.
• Maintain accurate records of client interactions and follow up on outstanding items.
• Collaborate with the service team on regulatory compliance and internal policies.
• Work with team members to ensure accurate and timely reporting.
• Maintain accurate and complete client data in the CRM system, including profiles, contact information, and preferences.
• Handle basic client and internal inquiries by phone, email, and other channels.
• Manage calendars and schedules for multiple advisors.
• Provide meeting and event support for multiple advisors.
• Assist with office organization and other administrative tasks.
• Attend team meetings and contribute ideas to enhance 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.
• Employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level