Relationship Manager
3 weeks ago
Responsibilities:
* Create an excellent client experience
* Operate within the team's client service strategy to ensure high-quality client service
* Respond professionally and provide timely resolution of client inquiries or concerns
* Troubleshoot client issues and direct efforts to conclusion
* Coordinate efforts between all areas throughout Oxford
* Attend prospect, client, or advisor meetings
* Prepare reports and analysis for clients
* Partner with technical teams on needed reports and analysis
* Create and update client financial statements
* Gather and share required data/information with Technical and operational teams
* Coordinate timely and efficient completion of reports and analysis
Requirements:
* College degree in a related field with five to seven years of relevant work experience, at least three years working with UHNW clients
* Professional designations of CFP, CPWA, or CPA preferred
* Previous experience creating and updating financial statements
* Computer proficiency in Microsoft Outlook, Word, and Excel
* Strong analytical skills; ability to interpret/analyze data and accurate attention to detail
* Industry expertise and high level of knowledge in personal financial planning concepts
* Ability to read and understand legal documents
* 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 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 five days
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