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© All Rights Reserved. ApplyBlast.com
OneDigital
The Client Service Associate plays a key role in delivering an exceptional client experience and building strong relationships within a wealth management team. This position involves collaborating closely with clients to address their needs, providing support, and ensuring seamless interactions. The role requires managing client onboarding, preparing for client meetings, and maintaining accurate data and communication.
Headquarters
Atlanta, Georgia, United States
Company Size
1001-5000 employees
Founded
2000
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for OneDigital.
Co-founder of $7 billion company refocuses on WNY
Oct 28, 2025
