About this role
Client Service Specialist - Hybrid (Franklin, TN) at Onedigital. Location: Franklin, Tennessee, United States. Role: Onboard clients, Manage accounts, Update records Requirements: Assist in client onboarding, service, data management, and support; 2+ years wealth management experience; Bachelor's preferred; proficient in MS Office; strong communication. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, CRM, Salesforce, Orion Commitment: Full Time Workplace: Hybrid Languages: English