Client Services Associate

Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?

Oxford Advisory Group (OAG) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. OAR is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations. The Client Services Associate we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day.

Applicant must have a strong capacity to handle varying work tasks including building working directly with clients in transferring funds from numerous financial institutions over the Oxford Advisory Group-- Including: servicing clients on phone calls, providing exemplary customer service to clients and prospects during in-office visits, calendar management, working with the investment team on recommendations for clients financial plans , critical thinking skills and showing great attention to detail. Being able to serve as a leader for the behind the scenes financial processes is key, giving guidance on cases, while ensuring excellent skills with clients is paramount.

Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision.

Serious applicants only please. We are looking for a long-term fit. Incredible culture that is shown, not just stated. We look forward to sharing more about who we are with the right candidate

Position Details

Commitment: 38 hours per week, 8:30 a.m.-5 p.m. With a lunch each day and some flexibility around start time each day.

Compensation: Starting salary range is $60-75K (higher end for experience within an RIA already). Full medical and dental benefits and a generous retirement benefit plan. All Holidays off, including your birthday

Minimum Requirements:

• 4-year degree in Accounting, Finance, or related field
• Series 65 or 66 with Life & Health Licenses is a bonus but not required
• 1-3 years experience in financial services working with clients transferring assets
• Strong understanding of reporting and financial plan building
• Strong experience with MS Office and the ability to learn new software quickly
• Excellent written and verbal communications skills both in person and via phone
• Proactive mentality, positive attitude, and consistent follow through
• Highly intelligent, strong organizational skills and attention to detail
• Ability to work independently with good time management and critical thinking skills

Additional preferred skills:

• Experience with Wealthbox CRM
• 2+ years working in a fast-paced office environment

Clients & Team Support

• Work with high net worth clients to ensure their retirement is on track
• Constantly communicating with carriers and investment companies making sure clients are probably communicated with on funds transfers throughout the onboarding process.
• Meet face to face with clients in-office or via zoom depending on the day
• Listen to and understand client needs, respond in a prompt and professional fashion on behalf of team members through phone calls, emails and mail.
• Be a high performer who is highly motivated to grow with a rapidly expanding company