Oxford Financial Group, Ltd.
  • - Client Service
  • Carmel, IN, USA
  • Salary
  • 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:

Client contact and relationship management                                                                                

  • Assists in and develops client strategies to accomplish goals
  • Works closely with a Client Service Team and assists with the preparation and review of client-focused presentation materials
  • Troubleshoots client issues and directs effort to conclusion
  • Coordinates in obtaining all required information needed by support teams to complete delegated projects and reviews all internal delegations and projects for accuracy, completeness, timeliness and ease of presentation

Prepares and updates Financial Statements for clients in addition to related analysis            

  • 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

Prepares all paperwork for account opening, money movement or other account administration related items

  • Identifies and prepares all required account documentation based on review of client needs and registration (may include, but not limited to, gifting, retitle assets, cash or security movement, investment account administration)
  • Coordinates loan or margin obtainment/renewal documents

Initiates Investment Policy Statement (IPS) process                                                

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

Minimum Qualifications:

  • College degree in a related field or equivalent experience in a related field
  • 2+ years operational experience required
  • Computer proficiency in Microsoft Outlook and Word with excellent computer skills in Excel
  • Must have strong analytical skills; accurate attention to detail and the ability to interpret/analyze data
  • Must have a professional demeanor with the utmost respect for confidential matters
  • Must have excellent written and verbal communication skills with strong interpersonal skills
  • Must be able to work independently and in a team environment
  • Must be detail oriented with excellent organizational skills
  • Must have ability to multi task

This position has been closed and is no longer available.
Oxford Financial Group, Ltd.


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