Client Service Manager

OneDigital • Atlanta, GA

47d

About The Position

The Client Service Manager plays a pivotal role in delivering an exceptional client experience and maintaining professional relationships for OneDigital’s wealth management team. The position collaborates closely with clients, responds to their needs, provides support, and helps ensure seamless service, engaging sales or operations when appropriate. The ideal candidate is an enthusiastic learner who can manage client-facing responsibilities and contribute to the team’s success.

The role guides clients through onboarding, coordinates account setup and client reviews, prepares for meetings, supports account-related transactions, maintains accurate CRM records, and helps ensure compliance with regulatory requirements and internal policies. It also handles client communications and provides administrative and team support as needed. Business travel may be up to 25%.

Requirements

• Solid understanding of financial planning principles, investment strategies, and relevant regulations.
• Excellent communication, presentation, and interpersonal skills.
• 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.
• Continual learner mentality and ability to adopt new solutions and respond to the impact of new systems.
• Ability to maintain 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.
• Five or more 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

• Maintain a working 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.
• Guide new clients through onboarding by explaining account setup, services, and procedures.
• Collect necessary documentation and ensure compliance with regulatory requirements.
• Coordinate with internal teams to facilitate smooth transitions for new clients.
• Partner with advisors to establish a regular client review process and schedule and coordinate meetings.
• Serve as the primary point of contact for client inquiries and provide timely, accurate responses.
• Build strong client relationships by listening actively and addressing concerns.
• Collaborate with operations and advisors to prepare client meeting materials, including financial plans, performance reports, and investment summaries.
• Coordinate 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.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with team members to support accurate and timely reporting.
• Maintain accurate and complete client data in the CRM system, including updating profiles, contact information, and preferences.
• Handle incoming calls, emails, and inquiries from clients and internal team members.
• Assist with office organization, filing, 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 according to company policy.
• Employee perks and discounts.

What This Job Offers

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