{"id":1263842,"url":"https://alion.io/job/onedigital-client-service-manager","title":"Client Service Manager","company":{"id":182356,"name":"OneDigital","domain":"onedigital.com","url":"https://alion.io/company/one-digital-2","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Field & Service","role_family":"Field & Service","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Atlanta, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":40000,"max_usd":78000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3050},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-25T21:38:11Z","employer_posted_date":"2026-09-25","last_verified_at":"2026-10-20T02:21:54Z","board_verified":true,"closed_at":null,"days_open":24,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":24},"description":"When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.\nOur Newest Opportunity:\nSummary:\nThis role is pivotal in ensuring an exceptional client experience and maintaining professional relationships. This position collaborates closely with clients, addressing their needs, providing support, and ensuring seamless interactions, understanding when to engage sales or operations to meet client needs. The ideal candidate is an enthusiastic learner, adept at managing client-facing responsibilities and contributing to the overall success of our wealth management team.\nEssential Duties and Responsibilities (includes but is not limited to):\nClient Onboarding & Management\nMaintain a working 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. \nGuide new clients through the onboarding process, explaining account setup, services, and procedures. \nCollect necessary documentation and ensure compliance with regulatory requirements. \nCoordinate with internal teams to facilitate a smooth transition for new clients. \nPartner with advisors to establish a regular client review process, scheduling and coordinating meetings. \nAct as the primary point of contact for client inquiries, ensuring timely and accurate responses. \nFoster strong relationships by actively listening and addressing client concerns. \nMeeting Preparation & Client Service\nCollaborate with operations in preparing materials for client meetings, including financial plans, performance reports and investment summaries. \nAssist advisors in preparing materials for client meetings, including performance reports and investment summaries. \nCollaborate with custodians, brokerage firms, and internal teams to process client transactions. \nCoordinate with team to prepare and review necessary paperwork for account-related activities (e.g., account opening, transfers, withdrawals, beneficiary updates). \nMaintain accurate records of client interactions and follow up on outstanding items. \nData Management & Communication\nEnsure compliance with regulatory requirements and internal policies. \nCollaborate with team members to ensure accurate and timely reporting. \nMaintain client data in the CRM system, ensuring accuracy and completeness. \nUpdate client profiles, contact information, and preferences. \nHandle incoming calls, emails, and inquiries from clients and internal team members. \nTeamwork & Support\nAssist with office organization, filing, and other administrative tasks as needed. \nRegularly attend team meetings and contribute insights to enhance client service. \nPerform other duties as assigned. \nQualifications, Skills and Requirements:\nSolid understanding of financial planning principles, investment strategies, and relevant regulations. \nExcellent communication, presentation, and interpersonal skills. \nDemonstrated ability to manage multiple tasks and projects effectively. \nProficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). \nAbility to adapt to a rapidly changing business and technology environment. \nContinual learner mentality, able to adopt new solutions and help respond to the impact of new systems. \nMust be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. \nRegular and predictable attendance is required. \nBusiness travel up to 25%. \nEducation, Training and Experience:\nBachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience. \n5+ years' experience in wealth management service business preferred \nFamiliarity with Charles Schwab, Fidelity and/or Raymond James preferred \nFamiliarity with Orion, Salesforce, other financial technology, and industry regulations preferred \nOther:\nThis job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.\nYour base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.\nTo learn more, visit: www.onedigital.com/careers\nOneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.\nOneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.\nPursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:\nCity and County of San Francsico\nCity of Los Angeles\nCounty of Los Angeles\nEmployment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.\nIn short, we believe in hiring the most qualified applicant for the position, regardless of background.\nIf you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.\nOneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.\nThank you for your interest in joining the OneDigital team!","description_format":"text","description_chars":8117,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Human Resources","Health Insurance & Benefits","Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-09-25T21:38:11Z"}],"visa":[],"liveness":{"score":77,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.857,"p_room":0.9,"age_days":23,"expected_fill_days":39,"reasons":["conf:2","velocity","win:mid"],"computed_at":"2026-10-19T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/onedigital-client-service-manager","json_url":"https://alion.io/job/onedigital-client-service-manager.json","meta":{"generated_at":"2026-10-20T04:38:27Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5249,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":182356},"rest":"https://alion.io/mcp/rest/get_company?id=182356"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fonedigital-client-service-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fonedigital-client-service-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fonedigital-client-service-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/onedigital-client-service-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fonedigital-client-service-manager"}]}