Client Service Associate
Oxford Financial Group, Ltd.Carmel, IN, United Statesjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionAssists with the preparation and review of client-focused presentation materials Troubleshoots client issues and directs effort to conclusion Coordinates in obtaining all required information needed by support teams to complete projects and reviews all internal delegations and projects for accuracy, completeness, timeliness and ease of presentation Contacts outside advisors, custodians, etc. for assistance Follows policies and procedures for Financial Statements Reviews information received and appropriately incorporates it in the Financial Statement Prepares analysis accurately, concisely and with attention to detail Monitors and helps control client profitability through accurate TimeTracker entries Attends team and firm meetings Stays current with technical developments and resources, Oxford’s Approved Manager Report and investment and allocation strategies College degree in a related field or equivalent experience in a related field 3+ years of financial services operational experience required Computer proficiency in Microsoft Outlook and Word with excellent computer skills in Excel Must have strong analytical skills; accurate attention to detail and the ability to interpret / analyze data Must have a professional demeanor with the utmost respect for confidential matters Must have excellent written and verbal communication skills with strong interpersonal skills Must be able to work independently and in a team environment Must have strong work ethic with a positive attitude Must be detail oriented with excellent organizational skills Must have ability to multitask Must have the ability to work in a fast-paced environment Must be a self-starter and results oriented Limited travel as business needs necessitate Long periods of sitting, utilizing a computer 100% onsite
We are hiring a Client Service Associate in any on of our office locations. The Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude.
DUTIES & RESPONSIBILITIES
Prepares paperwork for account opening, money movement or other account administration related items
- Identifies and prepares all required account documentation based on review of client needs and registration (may include, but not limited to, gifting, retitle assets, cash or security movement, investment account administration)
- Coordinates margin obtainment / renewal documents
Client contact and relationship management
Prepares and updates Financial Statements for clients in addition to related analysis
Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development
QUALIFICATIONS
WORKING CONDITIONS
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Client Service Associate • Carmel, IN, United States
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