Client Relationship Manager - Hybrid (Danvers, MA)
OneDigital(26 days ago)
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.
Required Skills
- Client Onboarding
- Relationship Management
- Financial Planning
- Investment Strategies
- Regulatory Compliance
- CRM
- Microsoft Office
- Data Management
- Communication
- Multi-Tasking
Qualifications
- Bachelor's Degree in Business, Economics, or Finance (Preferred)
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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