Senior Client Relationship Specialist
4 weeks ago
Oxford Financial Group, Ltd. is seeking a highly skilled Senior Client Relationship Specialist to join our team. This role is responsible for providing exceptional client experiences to ultra-high-net-worth individuals and families.
The ideal candidate will have a strong background in client service, with a minimum of three years of experience working with UHNW clients. A college degree in a related field and professional designations such as CFP, CPWA, or CPA are highly preferred.
The Senior Client Relationship Specialist will be responsible for creating and updating financial statements, coordinating client deliverables, and managing the completion of assigned onboarding checklist items. Strong analytical skills, attention to detail, and excellent written and verbal communication skills are essential for this role.
The successful candidate will have a strong work ethic, a positive attitude, and the ability to work independently and in a team environment. They will also have the ability to multitask, work in a fast-paced environment, and be a self-starter with a results-oriented approach.
Key Responsibilities:
- Provide exceptional client experiences to ultra-high-net-worth individuals and families
- Create and update financial statements
- Coordinate client deliverables
- Manage the completion of assigned onboarding checklist items
- Assist in completing and maintaining the Client Profile Questionnaire
- Monitor and update Salesforce as appropriate
- Determine PSR template and delivery
- Review client information on an annual basis to ensure accuracy
Requirements:
- College degree in a related field
- Minimum of three years of experience working with UHNW clients
- Professional designations such as CFP, CPWA, or CPA
- Strong analytical skills
- Attention to detail
- Excellent written and verbal communication skills
- Strong work ethic
- Positive attitude
- Ability to work independently and in a team environment
- Ability to multitask
- Ability to work in a fast-paced environment
- Self-starter with a results-oriented approach
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