Current jobs related to Client Service Specialist, Wealth Management - Sandy - OneDigital
-
Senior Client Service Associate
2 weeks ago
Sandy, United States Diversify Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Senior Client Service Associate to join our dynamic team at Diversify Advisor Network. In this role, you will be the primary point of contact for our advisors and their clients, delivering exceptional support and ensuring a seamless client experience.Key ResponsibilitiesClient Relations:...
-
Financial Consultant
4 weeks ago
Sandy Springs, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide comprehensive financial planning and wealth management services...
-
Client Support Liaison
3 weeks ago
Sandy Springs, United States Jet Management Executives Full timeJob OverviewJet Management Executives is seeking a highly motivated and customer-focused individual to join our team as a Client Support Representative. As a key member of our Client Support team, you will play a vital role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships...
-
Financial Customer Service Specialist
5 months ago
Sandy, United States Colonial Filings Inc Full timeStock Transfer Specialist (Finance) Position Description: We are a stock transfer agent and financial service provider for public and private companies. We are looking to fill a position for a stock transfer specialist. This position will mainly involve supporting our public and private company clients and their shareholders. The position is a full-time...
-
Financial Consultant
4 weeks ago
Sandy Springs, United States Charles Schwab Full timeUnlock Your Potential as a Financial ConsultantAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals and build lasting relationships built on trust and respect.Key Responsibilities:Provide financial guidance and...
-
Warehouse Specialist Training
4 weeks ago
Sandy, United States Nebula Technologies Full timeAbout Nebula Technologies:We are a respected partner for craftsmen, construction companies, and private builders, with over 68 locations from Schleswig-Holstein to North Rhine-Westphalia. Our team of over 850 employees with their wealth of experience and professional expertise is available to our customers.Your Tasks:As a warehouse specialist, your tasks...
-
Entry Level Client Services Manager
3 weeks ago
Sandy Springs, United States 1Connect Consulting Full timeHere at 1Connect Consulting, we are a passionate and driven team committed to making a meaningful impact on our community. We are seeking an Entry Level Client Services Manager to support our nonprofit clients, both new and existing, in their mission to expand their charitable reach. This role requires a proactive approach to innovative fundraising...
-
VP, Financial Consultant- Atlanta
4 weeks ago
Sandy Springs, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...
-
Financial Consultant
4 weeks ago
Sandy Springs, GA, United States Charles Schwab Full timeAbout the RoleAs a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to existing clients, helping them achieve their financial goals and build lasting relationships. This exciting role requires a passion for community engagement, a strong understanding of the markets, and the ability...
-
Claims Resolution Specialist
3 weeks ago
Sandy, United States InterDent Service Corporation Full timeJob Title: CBO Coordinator - Claims Resolution SpecialistInterDent Service Corporation is a leading provider of dental services, supporting 180 dental offices across 8 western states. We are seeking a highly skilled CBO Coordinator - Claims Resolution Specialist to join our team.Job Summary:The CBO Coordinator - Claims Resolution Specialist is responsible...
-
Automotive Service Technician
4 weeks ago
Sandy Springs, United States Peak Performance Team Full timeService Technician – Automotive DealershipsWe're seeking a skilled and honest Service Technician to join our team at Peak Performance Team. As a Service Technician, you'll play a critical role in ensuring our dealerships run efficiently and effectively.ResponsibilitiesDiagnose and repair vehicles to the highest standardsCollaborate with shop foremen and...
-
Financial Consultant
3 weeks ago
Sandy Springs, United States Charles Schwab Full timeUnlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals and build lasting relationships built on trust and respect.Key Responsibilities:Provide...
-
Financial Stocks and Customer Service
1 month ago
Sandy, United States Colonial Filings Inc Full timeStock Transfer Specialist (Finance) Position Description: We are a stock transfer agent and financial service provider for public and private companies. We are looking to fill a position for a stock transfer specialist. This position will mainly involve supporting our public and private company clients and their shareholders. The position is a full-time...
-
Healthcare Operations Manager
2 weeks ago
Sandy, United States HealthEcareers - Client Full timeJob SummaryWe are seeking a skilled Clinic Manager to oversee the daily business and clinical operations of our assigned clinic and its services. As a key member of our team, you will be responsible for coordinating work activities and schedules, recruiting and supervising staff, and evaluating performance.Key ResponsibilitiesCoordinate work activities and...
-
Service Guest Experience Specialist
2 weeks ago
Sandy, United States Asbury Automotive Group Full timeService Guest Experience SpecialistAre you passionate about delivering exceptional guest experiences and making a positive impact on our business and team members? As a Service Guest Experience Specialist at Asbury Automotive Group, you will have the opportunity to work in a fast-paced environment, managing large amounts of inbound and outbound calls and...
-
Associate Account Manager, Commercial Lines
1 month ago
Sandy, United States ACRISURE Full timeAbout Acrisure:Acrisure is a fast-growing fintech leader that operates a global insurance broker. Our company provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.Job Summary:This...
-
Service Guest Experience Specialist
2 months ago
Sandy, United States Asbury Automotive Group Full timeService Guest Experience Specialist Sandy, UT, USA Req #3500 Wednesday, July 17, 2024 Do you have a passion for developing relationships, providing exceptional guest experiences, and being an innovator in the automotive industry? As a Service Guest Experience Specialist at Larry H Miller Chrysler/Jeep/Dodge in Sandy, you will have the opportunity to...
-
Financial Consultant
2 weeks ago
Sandy Springs, United States Charles Schwab Full timeUnlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals and build lasting relationships built on trust, respect, and a shared vision for their...
-
Associate Account Manager, Commercial Lines
2 months ago
Sandy, United States ACRISURE Full timeJob Title: Associate Account Manager, Commercial Lines Location: Sandy, UT (Hybrid) About Us: Acrisure’s Northwest Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their...
-
Diagnostic Imaging Specialist
4 weeks ago
Sandy Springs, United States DispatchHealth Management Full time{"title": "Diagnostic Imaging Specialist", "content": "About the Role:DispatchHealth Management is seeking a skilled Diagnostic Imaging Specialist to join our team. As a Diagnostic Imaging Specialist, you will be responsible for performing diagnostic imaging procedures in various settings to support the diagnosis and treatment of diseases and injuries.Key...
Client Service Specialist, Wealth Management
3 months ago
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.Our Newest Opportunity: 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, understanding when to engage the advisors 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 teamEssential Duties and Responsibilities (includes but is not limited to):Client Onboarding & ManagementMaintain a growing understanding of all OneDigital internal and partner systemsimpacting 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.Meeting Preparation & Client ServiceCollaborate with operations in preparing materials for client meetings, including financial plans, performance reports and investment summaries.Assist advisors and service team in preparing materials for client meetings, including performance reports and investment summaries.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 & CommunicationCollaborate 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.Qualifications, Skills and Requirements:Emerging 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 (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 10%.Education, Training and Experience:Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.2+ years' experience in wealth management service business preferredFamiliarity with Charles Schwab, Fidelity and/or Raymond James preferredFamiliarity with Orion, Salesforce, other financial technology, and industry regulations preferredYour 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.To learn more, visit: www.onedigital.com/careersThank you for your interest in joining the OneDigital team
