Current jobs related to Financial Services Associate - Cincinnati, Ohio - Oxford Financial Group, Ltd

  • Financial Services Associate

    4 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 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...

  • Financial Services Associate

    2 months ago

    Cincinnati, Ohio, United States Community Choice Financial Family of Brands Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our financial services team, you will play a vital role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesProvide personalized service to...

  • Financial Services Associate

    4 weeks ago

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

    Job SummaryJoin RBC Wealth Management as a Client Associate/Registered Client Associate and become an integral part of our branch serving financial advisors and clients. As a trusted resource, you will use your administrative and operational skills to help advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional...

  • Client Service Associate

    2 months 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...

  • Financial Services Professional

    4 weeks ago

    Cincinnati, Ohio, United States Northwestern Mutual - Purcell Financial Full time

    Unlock Your Earning PotentialAs a Financial Representative at Northwestern Mutual, you'll have the opportunity to build a rewarding career in financial services. With a strong focus on personalized financial planning, you'll help clients achieve their goals and live more, worry less.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Financial Customer Associate

    4 weeks ago

    Cincinnati, Ohio, United States Fidelity Investments Full time

    Job Title: Financial Customer AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.About the Role:This is a...

  • Financial Customer Associate

    3 weeks ago

    Cincinnati, Ohio, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Customer Associate to join our team at Fidelity Investments. As a Financial Customer Associate, you will play a critical role in providing exceptional customer service and support to our clients. You will be responsible for handling customer inquiries, resolving issues, and...

  • Financial Customer Associate

    3 weeks ago

    Cincinnati, Ohio, United States Fidelity Investments Full time

    Job Description:We are seeking a highly motivated and customer-focused individual to join our team as a Financial Customer Associate. In this role, you will have the opportunity to make a meaningful impact on the lives of our customers by providing exceptional service and support.Key Responsibilities:Provide outstanding customer service and support via...

  • Financial Services Representative

    4 weeks ago

    Cincinnati, Ohio, United States Fidelity Investments Full time

    Job Title: Financial Customer AssociateWe are seeking a highly motivated and customer-focused Financial Customer Associate to join our team at Fidelity Investments. As a Financial Customer Associate, you will play a critical role in providing exceptional customer service and support to our clients.About the Role:This is a full-time hourly phone position that...

  • Client Associate

    2 weeks ago

    Cincinnati, Ohio, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: A leading independent financial advisory services firm, Rockefeller Capital Management, has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees...

  • Customer Service Representative

    2 weeks ago

    Cincinnati, Ohio, United States Ohio National Financial Services Full time

    As a valued member of our Annuity Customer Service team at Ohio National Financial Services, you will play a pivotal role in delivering exceptional customer experiences to our broker/dealer partners and contract owners.We seek candidates with a strong background in the insurance industry, particularly in annuities, who can effectively communicate complex...

  • Financial Planning and Analysis Professional

    3 weeks ago

    Cincinnati, Ohio, United States MRA Recruiting Services Full time

    Job Title: Financial Planning and Analysis ProfessionalJob Summary:MRA Recruiting Services is seeking a highly skilled Financial Planning and Analysis Professional to join our team. As a key member of our finance department, you will be responsible for inventory accounting, commodity pricing reviews, and work order and inventory cost analysis. Your expertise...

  • Senior Financial Advisor

    3 weeks ago

    Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time

    Job OpportunityWe are seeking a highly skilled Senior Financial Advisor to join our team at Personal Choice Financial Advisors, LLC. As a key member of our team, you will be responsible for delivering exceptional client service and providing expert financial guidance to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans...

  • Financial Services Coordinator

    1 day ago

    Cincinnati, Ohio, United States Stratos Wealth Partners LLC Full time

    Financial Services CoordinatorAt Stratos Wealth Partners LLC, we are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team. This role will be responsible for providing exceptional client service and support to our financial advisors.Responsibilities:Manage client service inquiries and requests in a timely and...

  • Financial Services Professional

    4 weeks ago

    Cincinnati, Ohio, United States Gpac Full time

    Financial Planner PositionThe Financial Planner role at GPAC offers a competitive salary, a comprehensive benefits package, and a management team that invests in their employees' growth and development. If you are a motivated Financial Planner seeking a challenging opportunity to join a dynamic organization, this position may be the ideal fit.Key...

  • Financial Services Professional

    1 month ago

    Cincinnati, Ohio, United States Gpac Full time

    Financial Planner PositionThe Financial Planner role at GPAC offers a competitive salary, a comprehensive benefits package, and a management team that invests in their employees' growth and development. If you are a motivated Financial Planner seeking a challenging opportunity to work independently while receiving support from a dedicated team, this position...

  • Financial Services Professional

    4 weeks ago

    Cincinnati, Ohio, United States TruPartner Credit Union Full time

    About the RoleTruPartner Credit Union is seeking a highly skilled Financial Advisor to join its team. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to credit union members, helping them achieve their personal, education, business, retirement, and estate planning goals.Key ResponsibilitiesConduct...

  • Annuity Claims Specialist

    4 weeks ago

    Cincinnati, Ohio, United States Ohio National Financial Services Full time

    Job Title: Annuity Claims Processor Job Summary: We are seeking a highly skilled Annuity Claims Processor to join our team at Ohio National Financial Services. As an Annuity Claims Processor, you will play a critical role in managing and processing death claim transactions on annuity contracts. Your attention to detail and care will ensure that each claim...

  • Financial Services Representative

    4 weeks ago

    Cincinnati, Ohio, United States Brad Robbins - State Farm Agent Full time

    Job OpportunityWe are seeking a highly skilled Financial Services Representative to join our team at Brad Robbins - State Farm Agent. As a key member of our team, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesUse a customer-focused approach to educate customers about insurance options...

  • Financial Services Professional

    4 weeks ago

    Cincinnati, Ohio, United States WesBanco Bank Inc. Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at WesBanco Bank Inc. As a Financial Advisor, you will be responsible for providing investment counseling to bank and non-bank clients, offering products such as mutual funds, annuities, and fee-based accounts.Key ResponsibilitiesProspect clients to establish...

Financial Services Associate

2 months ago

Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time
Client Service Associate

A Client Service Associate plays a vital role in delivering exceptional client experiences as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, and a positive attitude.

Key Responsibilities:

Client Contact and Relationship Management

  • Assists 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

Financial Statement Preparation and Analysis

  • 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

Account Administration and Operations

  • Identifies and prepares all required account documentation based on review of client needs and registration
  • Coordinates loan or margin obtainment/renewal documents

Investment Policy Statement Process

  • Follows policies and procedures for Investment Policy Statements
  • Identifies relevant information needed for IPS generation
  • Prepares request for IPS review and approval

Administrative Tasks and Training

  • 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
Requirements:
  • College degree in a related field or equivalent experience in a related field
  • 3+ years 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 multi-task
  • Must have ability to work in a high-stress, fast-paced environment
  • Must be a self-starter and results-oriented
Working Conditions:
  • Limited travel as business needs necessitate
  • Long periods of sitting, utilizing a computer
  • Working onsite daily