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Client Relationship Manager - Hybrid (Danvers, MA) at OneDigital - ApplyBlast

Client Relationship Manager - Hybrid (Danvers, MA)

OneDigital

9 months ago

3.1 on Glassdoor

Danvers, MA

Hybrid

Full Time

Senior

0 applicants

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About this role

Client Service Associate on the Wealth Management team supporting clients through onboarding, account setup, and ongoing relationship management. The role focuses on delivering an exceptional client experience, working closely with advisors and internal teams to ensure smooth interactions and long-term client satisfaction.

Skills

Qualifications

Bachelor's Degree in Business, Economics, or Finance (Preferred)

About OneDigital

onedigital.com

Headquarters

Atlanta, Georgia, United States

Company Size

1001-5000 employees

Founded

2000

View Profile

OneDigital is a national advisory firm providing insurance, employee benefits, HR consulting, financial services, and PEO solutions to businesses and individuals. They help clients manage risk, control costs, and plan for long-term success through data-driven strategies and personalized guidance. With over 100,000 clients served nationwide, OneDigital combines workplace benefits, business insurance, retirement planning, and financial education into integrated solutions.