Financial Services Associate
5 days ago
A Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of a client service team at Oxford Financial Group, Ltd. This position requires a commitment to client service through timely, confidential responses, and a positive attitude.
Key Responsibilities:- Client contact and relationship management
- Preparation and review of client-focused presentation materials
- Troubleshooting client issues and directing efforts to conclusion
- Coordination of obtaining required information for support teams and reviewing internal delegations and projects for accuracy, completeness, timeliness, and ease of presentation
- Contacting outside advisors, custodians, etc. for assistance
- Preparation and updating of Financial Statements for clients, including related analysis
- Following policies and procedures for Financial Statements
- Reviewing information received and incorporating it into the Financial Statement
- Preparing analysis accurately, concisely, and with attention to detail
- Preparation of paperwork for account opening, money movement, or other account administration-related items
- Identifying and preparing all required account documentation based on client needs and registration
- Coordination of loan or margin obtainment/renewal documents
- Initiation of the Investment Policy Statement (IPS) process
- Following policies and procedures for Investment Policy Statements
- Identifying relevant information needed for IPS generation
- Preparing requests for IPS review and approval
- Handling certain required administrative tasks, attending internal meetings, and participating in internal training sessions for continuous technical development
- Monitoring and controlling client profitability through accurate TimeTracker entries
- Attending team and firm meetings
- Staying 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
- Strong analytical skills, accurate attention to detail, and the ability to interpret/analyze data
- Professional demeanor with utmost respect for confidential matters
- Excellent written and verbal communication skills, with strong interpersonal skills
- Ability to work independently and in a team environment
- Strong work ethic with a positive attitude
- Detail-oriented with excellent organizational skills
- Ability to multitask
- Ability to work in a high-stress, fast-paced environment
- Self-starter and results-oriented
- Limited travel as business needs necessitate
- Long periods of sitting, utilizing a computer
- Working onsite daily
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