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Financial Services Associate

7 days ago

Oxford, Michigan, United States Oxford Bank Full time

Oxford Bank is seeking a motivated and client-focused individual to join our wealth management team as a Financial Services Associate. This entry-level role offers an excellent opportunity to gain experience in financial services while supporting advisors, managing client relationships, and contributing to business development.

Key Responsibilities:
  • Serve as a primary point of contact for client inquiries and service requests.
  • Assist in onboarding new clients by gathering documentation and processing paperwork.
  • Maintain accurate client records and update financial data in CRM systems.
  • Schedule and coordinate client meetings, ensuring proper preparation of materials.

In addition to these responsibilities, the successful candidate will also support advisors in identifying and developing new business opportunities, assist in client prospecting efforts through networking and referrals, and help prepare and deliver sales presentations and educational materials.