Client Service Specialist

OneDigital

Client Service Specialist supporting onboarding and management in the Wealth Management team. Focus on providing exceptional client experience and collaborating with internal teams in financial services.

Posted 5/21/2026full-timeFranklin • Tennessee • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Client Onboarding & Management: 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
Client Service: 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
Data Management & Communication: 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
Teamwork & Support: 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.

Requirements

What you’ll need

Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience
2+ years' experience in wealth management service business preferred
Experience using AI tools preferred
Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred
Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred
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
Business travel up to 25%.

Benefits

Comp & perks

health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses per company policy
employee perks and discounts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client onboardingdata managementfinancial planningcomplianceaccount managementtransaction processingreportingMicrosoft Office SuiteAI toolsfinancial technology

Soft Skills

communicationpresentationinterpersonal skillsteamworkorganizational skillsactive listeningadaptabilityconfidentialityproblem-solvingtime management