Relationship Manager

Job overview

The Relationship Manager role is onsite in Atlanta, GA. Compensation is not specified. Oxford Financial Group serves ultra-high-net-worth individuals and families through client relationship and financial services. The manager coordinates client service across managing directors and firm teams, supporting reporting, planning, onboarding, and account workflows. The role helps deliver a consistent client experience and keep client requests and implementation activities moving efficiently.

What you'll do

• Respond to client inquiries and resolve issues
• coordinate across firm teams
• prepare client financial statements and reports
• maintain client profiles and CRM records
• coordinate investment, cash-management, and account workflows
• manage onboarding checklist items and transfers
• attend client meetings and complete administrative responsibilities.

What we're looking for

Skills & competencies

relationship manager

atlanta ga

oxford financial group

ultra-high-net-worth clients

client service

financial reporting

client onboarding

crm

cash management

investment coordination

onsite

Work arrangement

• Weekend coverage required

Why this role

The posting seeks a bachelor’s degree in a related field and five to seven years of relevant experience, including at least three years working with ultra-high-net-worth clients. Limited travel may be required as business needs require.

About the employer

Oxford Financial GRP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.