Client Relationship Specialist - Hybrid (Danvers, MA)
OneDigital, Danvers, Massachusetts, United States, 01923
Financial Services Advisor
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. This 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. Essential duties and responsibilities (includes but is not limited to): Client onboarding & management Meeting preparation & client service Data management & communication Teamwork & support Qualifications, skills and requirements: Solid 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 25%. Education, training and experience: Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience. 5+ 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. The typical base pay range for this role nationwide is $75,000 to $95,000 per year. 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. OneDigital 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.
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. This 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. Essential duties and responsibilities (includes but is not limited to): Client onboarding & management Meeting preparation & client service Data management & communication Teamwork & support Qualifications, skills and requirements: Solid 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 25%. Education, training and experience: Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience. 5+ 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. The typical base pay range for this role nationwide is $75,000 to $95,000 per year. 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. OneDigital 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.