Oxford Financial Group, Ltd.
  • - Client Service
  • Cincinnati, OH, 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. Oxford has oversight of more than $20 billion in assets (which includes assets under management), with 20 Managing Directors serving over 800 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 35 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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