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About the Role
Provides client and administrative support to Portfolio Managers, taking ownership of the new client onboarding process and resolving issues with current client accounts. This role requires independent action and works with Portfolio Managers and operations staff to ensure timely and accurate servicing of client accounts.
Responsibilities
- Handles heavy phone communication, client requests, and directs calls.
- Establishes new accounts by sending required documents and composing letters.
- Maintains customer files and correspondence.
- Works with operations personnel to identify and correct errors.
- Assists with special customer requests, including daily individualized service, accounting of credit/debit balances, and providing stock quotes, price histories, and news.
- Processes check requests, transfers of funds and securities, and wire requests.
- Informs clients of missing paperwork, funds due, or securities due.
- Provides a consistent and high level of customer service.
Requirements
- Customer service oriented.
- Strong interpersonal skills required; must be able to work effectively with a variety of personalities.
- Good communication skills, both verbal and written.
- Ability to set priorities and work effectively in a fast-paced, deadline-oriented environment.
- Basic math aptitude.
- Ability to handle multiple and varied situations.
Skills
- Knowledge of Major Custodians (Schwab, Fidelity)
- Knowledge of Financial Services (Wealth management, Banking, etc.)
- Knowledge of DocuSign, CRM, MS Office Products (Word, Excel, Outlook)
Location
- In office
Work Type
- Full-time
- 8-hour shift
- Monday to Friday
Education Level
- High School diploma
Salary/Compensations
- $65,000
Benefits
- Health insurance
- 401(k)
- Dental insurance
- Paid Paternity/Maternity Leave
- FSA and HSA Available
- Paid time off
- Vision insurance
- Life insurance
About the Company
- Oxbow Advisors is an independent money management firm (RIA) that emphasizes preservation of capital and long-term growth.
- It is a dynamic, fast growing firm that allows for personal growth and promotes teamwork.