Client Service Associate

2 weeks ago

Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time
Job Summary

Oxford Financial Group, Ltd is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients.

Key Responsibilities
  • Client Contact and Relationship Management
    • Assist with the preparation and review of client-focused presentation materials
    • Troubleshoot client issues and direct efforts to conclusion
    • Coordinate the obtaining of all required information needed by support teams to complete projects and review all internal delegations and projects for accuracy, completeness, timeliness, and ease of presentation
    • Contact outside advisors, custodians, etc. for assistance
  • Financial Statement Preparation
    • Prepare and update Financial Statements for clients in addition to related analysis
    • Follow policies and procedures for Financial Statements
    • Review information received and appropriately incorporate it into the Financial Statement
    • Prepare analysis accurately, concisely, and with attention to detail
  • Account Administration
    • Prepare paperwork for account opening, money movement, or other account administration-related items
    • Identify and prepare all required account documentation based on review of client needs and registration
    • Coordinate loan or margin obtainment/renewal documents
  • Investment Policy Statement (IPS) Process
    • Initiate the IPS process
    • Follow policies and procedures for Investment Policy Statements
    • Identify relevant information needed for IPS generation
    • Prepare a request for IPS review and approval
  • Administrative Tasks
    • Handle certain required administrative tasks
    • Attend various required internal meetings and participate in various internal training sessions for continuous technical development
    • Monitor and help control client profitability through accurate TimeTracker entries
    • Attend team and firm meetings
    • Stay current with technical developments and resources, Oxford's Approved Manager Report, and investment and allocation strategies
    Requirements
    • 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 the 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
    Working Conditions
    • Limited travel as business needs necessitate
    • Long periods of sitting, utilizing a computer
    • Working onsite daily

  • Client Service Associate

    1 month ago

    Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time

    Job Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude.Key Responsibilities:Client contact and...

  • Client Service Associate

    3 weeks ago

    Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time

    Job Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude.Key Responsibilities:Client contact and...

  • Client Services Associate

    1 month ago

    Cincinnati, Ohio, United States Cerity Partners Full time

    Job SummaryCerity Partners is seeking a highly skilled and detail-oriented Client Services Associate to join our Tax Department. As a key member of our team, you will provide exceptional support to our Tax Advisors and clients, ensuring seamless delivery of services and maintaining strong relationships.Key ResponsibilitiesAdminister and deliver services to...

  • Client Service Associate

    2 months ago

    Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time

    We are seeking a highly skilled Client Service Associate to join our team at Oxford Financial Group, Ltd.About the Role:This is a key position in our client service team, responsible for providing exceptional service to our clients.The ideal candidate will have a strong work ethic, excellent communication skills, and a positive attitude.Key...

  • Client Service Associate

    1 month ago

    Cincinnati, Ohio, United States Cerity Partners Full time

    Job SummaryCerity Partners is seeking a highly skilled Client Service Associate to provide operational support to our Wealth Managers and/or Principals. As a key member of the service team, you will serve as the liaison between clients and custodians, facilitating the relationship and ensuring seamless execution of daily client transactions and...

  • Client Service Associate

    1 month ago

    Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time

    Job SummaryA Client Service Associate provides exceptional client service as a dedicated member of a client service team. The ideal candidate will demonstrate a commitment to client service through timely, confidential responses, and a positive attitude.Key ResponsibilitiesClient contact and relationship managementAssists with the preparation and review of...

  • Client Associate/Registered Client Associate

    3 weeks ago

    Cincinnati, Ohio, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the Opportunity?At RBC Wealth Management, we're seeking a skilled Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you'll play a vital role in helping our advisors manage and grow their business. You'll use your administrative and operational skills to...

  • Client Associate/Registered Client Associate

    6 days ago

    Cincinnati, Ohio, United States RBC Capital Markets, LLC Full time

    Job SummaryAt RBC Wealth Management, we're seeking a highly skilled and detail-oriented Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you'll play a critical role in helping our advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional relationships...

  • Client Services Representative

    4 days ago

    Cincinnati, Ohio, United States Kodiak Solutions inc. Full time

    Job Title: Client Services AssociateWe are a prominent sales and business development firm in the Cincinnati area that represents top clients in the telecommunications and technology industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. As a Client Services Associate, you will work...

  • Associate - Client Service Operations Specialist

    5 days ago

    Cincinnati, Ohio, United States ASPIRIANT LLC Full time

    Job Opportunity at Aspiriant LLCWe are seeking a highly skilled and detail-oriented Associate to join our Client Service Operations team at Aspiriant LLC. As a key member of our team, you will be responsible for processing incoming and outgoing transactions, conducting position and cost basis reconciliation work, and supporting the Client Service Operations...

  • Client Services Coordinator

    5 days ago

    Cincinnati, Ohio, United States CBRE Full time

    About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to provide administrative support to our sales professionals. As a key member of our team, you will be responsible for preparing proposals, presentations, and marketing materials, as well as coordinating the distribution of internal and external marketing...

  • Client Services Coordinator

    5 days ago

    Cincinnati, Ohio, United States CBRE Full time

    About the Role:As a Client Services Coordinator at CBRE, you will be responsible for providing general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications materials, as well as coordinating the distribution of internal and external marketing information.Key...

  • Non-Profit Client Account Associate

    4 weeks ago

    Cincinnati, Ohio, United States 99 Exposure Full time

    Job Title: Non-Profit Client Account AssociateWe are seeking a highly motivated and detail-oriented Non-Profit Client Account Associate to join our team at 99 Exposure. As a key member of our team, you will play a crucial role in assisting our charity partners and creating forward-thinking fundraising initiatives that increase community...

  • Client Services Manager

    3 weeks ago

    Cincinnati, Ohio, United States AAA Mid Atlantic Full time

    About the RoleWe are seeking a highly skilled and experienced Client Services Manager to join our team at AAA Club Alliance. As a key member of our organization, you will be responsible for leading our client services team and ensuring that our clients receive exceptional service and support.Key ResponsibilitiesLead and manage the client services team to...

  • Client Service Representative

    6 days ago

    Cincinnati, Ohio, United States Fusion HCR Full time

    Job SummaryFusion HCR is seeking a highly skilled Client Service Representative to deliver exceptional client experiences by identifying, troubleshooting, and assisting clients' needs. The ideal candidate will have a strong background in customer service, preferably in the retirement or financial services industry.Key ResponsibilitiesProvide inbound and...

  • Client Service Representative

    2 weeks ago

    Cincinnati, Ohio, United States Fusion HCR Full time

    Job SummaryFusion HCR is seeking a highly skilled Client Service Representative to deliver exceptional client experiences by identifying, troubleshooting, and assisting clients' needs. The ideal candidate will have a strong background in customer service, preferably in the retirement or financial services industry.Key ResponsibilitiesDeliver superior client...

  • Client Service Representative

    4 days ago

    Cincinnati, Ohio, United States O'Connor Acciani & Levy Full time

    O'Connor Acciani & Levy is seeking a professional and detail-oriented Client Service Representative to handle inbound and/or outbound phone calls. Responsibilities include providing exceptional client service, handling phone calls, and ensuring a positive experience for clients. If you have a professional demeanor and excellent communication skills, this is...

  • Client Service Representative

    5 days ago

    Cincinnati, Ohio, United States Harrison Gray Search and Consulting LLC Full time

    The Opportunity:The Client Service Specialist is a key role in our organization, responsible for building and maintaining strong relationships with clients. This position requires exceptional customer service skills, with a focus on delivering prompt, accurate, and thoughtful service to clients.This role involves providing high-level support to team members...

  • Client Service Representative

    1 month ago

    Cincinnati, Ohio, United States VCA Animal Hospitals Full time

    {"title": "Client Service Representative", "description": "About VCA College HillVCA College Hill is a leading veterinary hospital in the Cincinnati area, dedicated to providing progressive medicine with compassion as a driving force. We are proud to have served the community for over 90 years and are committed to creating a positive and inclusive work...

  • Client Service Representative

    2 weeks ago

    Cincinnati, Ohio, United States HELP Plumbing Heating Cooling and Electric Full time

    Job OverviewWe are seeking a highly skilled and customer-focused individual to join our team as a Client Sales Specialist. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide timely and accurate information to clients via phone, email, or in-person.Assist...