Client Relationship Associate - Remote (Portland, OR)

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.

Our Newest Opportunity: 

You’re outgoing, a great communicator and a born collaborator, but you also love process, multi-tasking and managing day-to-day details. If connecting the dots – and people – is your passion, we’d love to meet you!

We are a people-focused investment firm seeking a dynamic, enthusiastic Client Relationship Associate to help support our vision, positive culture and team spirit. At the heart of our organization, we believe in growing relationships and giving our clients the peace of mind that we’re here to help guide their dreams and live their best lives. We need a pro-active communicator and influencer who can serve as the true connection between our clients and the entire team.

Your key role? To engage and support the overall success of many different projects and initiatives by working side-by-side with our Advisory and Client Services teams and focusing on the support of our core client case requests. If you’d excel at managing the regular operations of the office, including financial planning and custodial paperwork, investment management, compliance, and technology, you’d fit right in.

Essential Duties and Responsibilities (includes but is not limited to):

Client Onboarding & Management

• Build a foundational understanding of all OneDigital internal and partner systems impacting service efficiency and client experience including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT. 
• Assist colleagues in guiding new clients through the onboarding process, explaining account setup, services, and procedures.
• Help collect necessary documentation and work with the team to ensure compliance with regulatory requirements.
• Contribute to a smooth client onboarding experience by collaborating with internal teams.
• Partner with advisors and the service team to schedule and coordinate client review meetings.
• Act as an initial point of contact for client inquiries, ensuring timely and accurate responses under manager supervision.
• Learn to build rapport with clients by actively listening and addressing their concerns.

Meeting Preparation & Client Service

• Assist advisors and service team in preparing materials for client meetings, including financial plans, performance reports and investment summaries.
• Assist in collaboration with custodians, investment firms, and internal teams to process client transactions.
• Coordinate with team to prepare and review necessary paperwork for account-related activities (e.g., account opening, transfers, withdrawals, beneficiary updates).
• With guidance, maintain accurate records of client interactions and follow up on outstanding items.

Data Management & Communication

• Collaborate with service team to ensure compliance with regulatory requirements and internal policies.
• Collaborate with team members to ensure accurate and timely reporting.
• Assist in maintaining client data in the CRM system, ensuring accuracy and completeness.
• Update client profiles, contact information, and preferences.
• Handle basic client and internal team inquiries via calls, emails, and other channels.

Teamwork & Support

• Assist with office organization, filing, and other administrative tasks as needed.
• Regularly attend team meetings and contribute insights to enhance client service.
• Perform other duties as assigned.

Qualifications, Skills and Requirements:

• Basic understanding of financial planning principles, investment strategies, and relevant regulations.
• Excellent communication, presentation, and interpersonal skills.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and help respond to the impact of new systems.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
• 2-4 years' experience in wealth management service business preferred
• Familiarity with Charles Schwab preferred 
• Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred

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

Thank you for your interest in joining the OneDigital team!