Wealth Management Client Services Associate
OneDigital
OneDigital is seeking a Client Service Associate to work on site in Phoenix, AZ, supporting wealth management clients. The role focuses on onboarding, servicing, and coordinating with advisors to ensure a seamless client experience. The ideal candidate has strong communication, multitasking ability, and proficiency with MS Office; familiarity with Salesforce, Orion, Charles Schwab and Fidelity is a plus. This is a full-time, on-site position with competitive pay and benefits. #J-18808-Ljbffr OneDigital
Vacancy posted 2 days ago
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Earned
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