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.