Current jobs related to Client Service Specialist - Sandy - OneDigital

  • Financial Customer Service Specialist

    5 months ago

    Sandy, United States Colonial Filings Inc Full time

    Stock 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...

  • Senior Client Service Associate

    2 weeks ago

    Sandy, United States Diversify Full time

    About 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:...

  • Claims Resolution Specialist

    3 weeks ago

    Sandy, United States InterDent Service Corporation Full time

    Job 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...

  • Financial Stocks and Customer Service

    1 month ago

    Sandy, United States Colonial Filings Inc Full time

    Stock 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...

  • Client Support Liaison

    3 weeks ago

    Sandy Springs, United States Jet Management Executives Full time

    Job 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...

  • Account Services Representative

    3 weeks ago

    Sandy, United States Yessio LLC Full time

    About the RoleWe are seeking a highly motivated and customer-focused Account Services Specialist to join our team at Yessio LLC. As a key member of our operations team, you will play a vital role in delivering exceptional customer service and support to our clients.Key Responsibilities:Provide timely and accurate responses to customer inquiries via phone and...

  • Service Guest Experience Specialist

    2 weeks ago

    Sandy, United States Asbury Automotive Group Full time

    Service 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...

  • Service Guest Experience Specialist

    2 months ago

    Sandy, United States Asbury Automotive Group Full time

    Service 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...

  • Entry Level Client Services Manager

    3 weeks ago

    Sandy Springs, United States 1Connect Consulting Full time

    Here 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...

  • Stock Transfer Specialist

    2 weeks ago

    Sandy, United States Colonial Stock Transfer Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Stock Transfer Specialist to join our team at Colonial Stock Transfer. As a Stock Transfer Specialist, you will be responsible for providing exceptional customer service to our clients and their shareholders, processing stock issuances and transfers daily, and performing various administrative...

  • Flood Mitigation Specialist

    3 weeks ago

    Sandy, United States National Flood and Fire Network Full time

    Job OpportunityWe are seeking a highly skilled Flood Mitigation Specialist to join our team at National Flood and Fire Network. As a key member of our team, you will play a crucial role in helping us deliver exceptional customer service and restore homes and businesses to their pre-loss state.About the RoleThe ideal candidate will have a strong background in...

  • Data Entry Specialist

    2 weeks ago

    Sandy, United States ASK Consulting Full time

    Job OverviewASK Consulting is seeking a highly organized and detail-oriented individual to join our team as a Document Support, Data Entry specialist. This is a hybrid role that requires 3 days of in-office work per week, with the remaining days worked remotely. The successful candidate will be responsible for processing incoming and outgoing paperwork,...

  • Payment Processing Specialist

    3 weeks ago

    Sandy, United States REPAY Full time

    About REPAYREPAY is a leading financial technology and payment processing company headquartered in Atlanta, Georgia. We provide a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities.About...

  • Disaster Restoration Sales Specialist

    3 weeks ago

    Sandy, United States National Flood and Fire Network Full time

    Job OpportunityWe are seeking a skilled sales professional to join our team at National Flood and Fire Network.As a sales specialist, you will be responsible for developing strong relationships with insurance agents, adjusters, and commercial referral sources to deliver a best-in-class experience.Key qualifications include:Experience in salesStrategic...

  • Building Automation HVAC Service Specialist

    4 weeks ago

    Sandy, United States Siemens Industry, Inc. Full time

    About the RoleWe are seeking a highly skilled Building Automation HVAC Service Specialist to join our team at Siemens Industry, Inc. in the Greater Salt Lake City area. As a key member of our service team, you will be responsible for providing top-notch service and support to our customers, ensuring their building automation systems are running efficiently...

  • Senior Claims Specialist

    3 weeks ago

    Sandy, United States CorVel Enterprise Comp, Inc. Full time

    Job Title: Senior Claims SpecialistCorVel Enterprise Comp, Inc. is seeking a highly skilled Senior Claims Specialist to join our team. As a Senior Claims Specialist, you will be responsible for managing complex and problematic workers' compensation claims within delegated limited authority to determine benefits due.Key Responsibilities:Investigate and gather...

  • Precision Manufacturing Specialist

    3 weeks ago

    Sandy, United States BBSI - Sandy, UT Full time

    Job SummaryWe are seeking a skilled Precision Manufacturing Specialist to join our team at BBSI in Sandy, UT. As a key member of our production team, you will be responsible for preparing and final detailing of high-accuracy products to meet our client's standards.Key Responsibilities:Use various hand and power tools to remove burrs, tool marks, and other...

  • Customer Support Specialist

    3 weeks ago

    Sandy, United States Voze Full time

    About the RoleWe are seeking a highly skilled Customer Support Specialist to join our team at Voze. As the first point of contact for customers seeking technical assistance, you will play a critical role in building strong relationships with our customers and providing them with exceptional support.Your primary responsibilities will include monitoring and...

  • Call Center Outbound Specialist

    2 weeks ago

    Sandy, United States Apree Health Full time

    DescriptionOutbound Campaign Specialist apree health is hiring full-time Outbound Campaign Specialists to join our Customer Support team in our Sandy, UT office. We are looking for smart and motivated individuals with experience in the rapid-growth healthcare & technology industry. This job is vital to the success of our products, and it demands a relentless...

  • Call Center Outbound Specialist

    2 weeks ago

    Sandy, United States Apree Health Full time

    DescriptionOutbound Campaign Specialist apree health is hiring full-time Outbound Campaign Specialists to join our Customer Support team in our Sandy, UT office. We are looking for smart and motivated individuals with experience in the rapid-growth healthcare & technology industry. This job is vital to the success of our products, and it demands a relentless...

Client Service Specialist

3 months ago

Sandy, United States OneDigital Full time

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 team

Essential Duties and Responsibilities (includes but is not limited to):

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.
Meeting Preparation & Client Service
  • Collaborate 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 & 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.
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 preferred
  • Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred
  • Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred


Your 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/careers

Thank you for your interest in joining the OneDigital team