We are hiring a Client Service Associate in any on of our office locations. The Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude.DUTIES & RESPONSIBILITIESPrepares paperwork for account opening, money movement or other account administration related items
Identifies and prepares all required account documentation based on review of client needs and registration (may include, but not limited to, gifting, retitle assets, cash or security movement, investment account administration)
Coordinates margin obtainment/renewal documents
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
Prepares and updates Financial Statements for clients in addition to related 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
Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development
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
QUALIFICATIONS
College degree in a related field or equivalent experience in a related field
3+ years of 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 multitask
Must have the ability to work in a fast-paced environment
