About this role
Client Service Manager - Hybrid (Phoenix, AZ) at Onedigital. Location: Phoenix, Arizona, United States. Role: onboarding clients, preparing materials, managing relationships Requirements: 5+ years in wealth management service with strong financial planning, CRM, compliance, and Microsoft Office skills; ability to manage client onboarding, reviews, and regulatory documentation. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Charles Schwab, Fidelity, Raymond James, Orion, Salesforce Commitment: Full Time Workplace: Hybrid Languages: English