This role serves as a central point of contact for advisor-related service requests, operational escalations, and data quality assurance across custodial and technology platforms (Schwab Advisor Center, Fidelity Wealthscape, Raymond James, Orion Advisor Tech, and Salesforce). 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.