Client Service Specialist - Hybrid (Franklin, TN)

OneDigital•Franklin, TN

6d•Hybrid

About The Position

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. The ideal candidate is an enthusiastic learner, who is committed to contributing to the overall success of our Wealth Management team.

Requirements

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.

Nice To Haves

Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
Experience using AI tools preferred
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

Responsibilities

Maintain a growing 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.
With support, guide new clients through the onboarding process, explaining account setup, services, and procedures.
Collect necessary documentation and work with the team to ensure compliance with regulatory requirements.
Coordinate with internal teams to facilitate a smooth transition for new clients.
Partner with advisors and the service team to schedule and coordinate client review meetings.
Act as the primary point of contact for client inquiries, ensuring timely and accurate responses under manager supervision.
Build rapport with clients by actively listening and addressing their concerns.
Assist in collaboration 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.
Collaborate with service team to ensure compliance with regulatory requirements and internal policies.
Collaborate with team members to ensure accurate and timely reporting.
Maintain client data in the CRM system, ensuring accuracy and completeness.
Update client 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.
Regularly attend team meetings and contribute insights to enhance client service.
Perform other duties as assigned.