Client Service Associate

Job overview

The Client Service Associate role is onsite in Palm Beach, FL. Compensation is not specified. The position supports the Client Service department at Oxford Financial GRP.

What you'll do

• Prepare account documentation based on client needs
• process and track money movement, account maintenance, and gifts with custodians
• contact outside advisors and custodians
• complete administrative tasks, attend meetings and training, and record time accurately.

What we're looking for

Skills & competencies

client service associate

financial services

account administration

client support

custodian coordination

money movement

account maintenance

investment accounts

palm beach fl

oxford financial grp

Work arrangement

• Weekend coverage required

Why this role

Requires 3+ years of financial services operational experience; a related college degree or equivalent experience; strong Excel skills; and discretion with confidential matters.

About the employer

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