Senior Client Relationship Manager - Hybrid (Irvine, CA)

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.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity:

Essential Duties and Responsibilities (include but are not limited to): 

• Assist  Wealth   Management  clients  with   general   service   needs  and  inquiries;   use  available   resources  to  ensure  all aspects  of client service  are  completed  accurately and timely. 
• Prepare  and  process  client  paperwork for Wealth  Management  Clients;  prepares custom  materials  for certain  high  net worth  clients  as needed. 
• Attend and participate  in  client and prospect meetings  (as  requested) 
• Create,  update and maintain  accurate  and timely documentation  in  firm  Client  Relationship  Management (CRM) system. 
• Support performance of annual  review  and evaluation  of compliance  policies  and procedures as required  by regulation. 
• Assist with  maintenance and updating of regulatory  filings  (such as ADV and IMA). 
• Ensure  accounts  are  opened  and funded in  a timely fashion  including transfer tracking. 
• Maintain  client data in  all  systems for assigned  clients. 
• Daily  review  of transactions  for assigned  clients. 
• Assist in  compliance  resolutions. 
• Assists  with   preparation  and  distribution  of  client  paperwork  including  timely  and  accurate  documentation  in  CRM 

• System.

• Complete assigned  tasks accurately  and meet established  deadlines. 
• Assists  with  client service and communication;  provides  full  advisor  support 
• Looks  for  new and efficient ways to  do business. 
• Assists  team  members  in   daily  problem   resolution.    Communicates  to   management  and  team  when  problems   are discovered  that affect daily  processes.   Identifies  operations gaps and works with  manager and team  for resolution. 
• Assists  with  training of department staff members  as needed. 
• Leads  department team  meetings  and is  responsible  for meeting agenda and follow  up. 
• Assists  with  department new  hire checklist  duties  as assigned. 
• Responds  promptly to  internal  and external  requests. 
• Acts  independently  to  make decisions  that are  in  the best interest of both  internal  and external  clients. 
• Keeps management aware  of decisions  made and solutions  available that affect general  business  operations. 
• Maintains  an ongoing attitude  of continuous  improvement of processes within  the department. 
• Participate  on internal  committees  and/or  projects  as needed. 

Qualifications, Skills And Requirements:

• Strong attention to detail 
• Strong verbal and written communication skills 
• Ability to work independently as well as in a team environment 

• Strong Organizational Skills

• Ability to thrive in fast-paced environment 
• Ability to establish and maintain collaborative working relationships with others of all levels 
• Ability to work with clients and partners at a strategic level 

Education, Training And Experience:

• Knowledge and understanding of department functions and interactions 
• Series 65 required; or work to obtain within first 90 days 
• 5-8 years Financial Services Industry experience  
• BA / BS degree in a business-related field, 
• Experience in building & maintaining enterprise-level analytics solutions, preferred 
• Experience with Microsoft Suite (Excel, PowerPoint, Word, Outlook, etc.), required 

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

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.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

 OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!