Client Service Associate

Job overview

The Client Service Associate role is onsite in Cincinnati, OH; compensation is not specified. The position supports Oxford Financial Group’s Client Service department and its client service teams.

What you'll do

• Prepare account documentation based on client needs and registration
• process and track money movement with custodians
• maintain account registrations, titles, beneficiaries, contacts, and bank links
• process cash and securities gifts and related paperwork
• contact outside advisors and custodians
• complete administrative tasks, attend meetings and training, and enter time accurately.

What we're looking for

Skills & competencies

client service associate

financial services

account administration

custodian operations

money movement

client documentation

confidentiality

cincinnati oh

oxford financial group

onsite

excel

3+ years experience

Work arrangement

• Weekend coverage required

Why this role

Requires three or more years of financial services operational experience and discretion with confidential client matters.

About the employer

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