Oxford Financial Group, Ltd.
  • - Client Service
  • Carmel, IN, USA
  • Full Time

Oxford Financial Group, Ltd.™ is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity.  Oxford specializes in serving clients with net worth above $5 million.

Position Summary:

A Client Service Coordinator supports the efforts of the Client Service Team.  The Client Service Coordinator must demonstrate a commitment to extraordinary client service through timely, confidential responses, an exceptional work ethic and positive attitude.

Duties and Responsibilities:

Investment Related Activities

  • Follows policies and procedures for Investment Policy Statements
  • Identifies relevant information needed for IPS generation
  • Prepares request for IPS review and approval

Relationship Management

  • Assists in and develops client strategies to accomplish goals
  • Works closely with team and assists with the preparation and review of client-focused presentation materials
  • Troubleshoots client issues and directs effort to conclusion

Financial Statement Management

  • 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

Account Management

  • Identifies and prepares all required account documentation
  • Coordinates loan or margin obtainment/renewal documents 

Minimum Qualifications:

  • 4-year undergraduate degree in a related field or equivalent experience
  • Computer proficiency in Outlook and Word; excellent Excel skills
  • Strong analytical skills; accurate attention to detail and the ability to interpret/analyze data
  • Ability to work in a high stress, fast paced environment
  • Ability to work independently and in a team environment
  • Excellent written and verbal communication skills with strong interpersonal skills
  • Self-starter and results oriented

 

Oxford Financial Group, Ltd.
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