Client Service Associate
Oxford Financial Group, Ltd.Carmel, IN, United States30+ days ago
Job type
- Full-time
- Quick Apply
Job descriptionAssists 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 projects and reviews all internal delegations and projects for accuracy, completeness, timeliness and ease of presentation Contacts outside advisors, custodians, etc. for assistance 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 Monitors and helps control client profitability through accurate TimeTracker entries Attends team and firm meetings Stays current with technical developments and resources, Oxford’s Approved Manager Report and investment and allocation strategies College degree in a related field or equivalent experience in a related field 3+ years of financial services 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 have strong work ethic with a positive attitude Must be detail oriented with excellent organizational skills Must have ability to multitask Must have the ability to work in a fast-paced environment Must be a self-starter and results oriented Limited travel as business needs necessitate Long periods of sitting, utilizing a computer 100% onsite
We are hiring a Client Service Associate in any on of our office locations. The Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude.
DUTIES & RESPONSIBILITIES
Prepares 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 margin obtainment / renewal documents
Client contact and relationship management
Prepares and updates Financial Statements for clients in addition to related analysis
Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development
QUALIFICATIONS
WORKING CONDITIONS
Create a job alert for this search
Client Service Associate • Carmel, IN, United States
Related jobs)
The Tax Associate, Family Office Services / Private Client Services Associate assists in providing accounting and tax compliance and consulting to high net worth clients.
Prepares basic to complex ind...Show moreLast updated: 30+ days ago
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 20 days ago
Earn at least $1605 driving with Uber when you complete your first 145 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 7 hours ago
A top CPA firm in the area is looking to add a Tax Associate to their growing team.This stable and growing firm offers clients valuable knowledge and expertise in tax.
Due to the recent growth of th...Show moreLast updated: 30+ days ago
The Retail Associate assists the store management team in reaching the operational goals of the site by functioning in various capacities within the retail location.
The titles of the various jobs t...Show moreLast updated: 30+ days ago Earn at least $1605 driving with Uber when you complete your first 145 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 7 hours ago Earn at least $1605 driving with Uber when you complete your first 145 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 7 hours ago Earn at least $1605 driving with Uber when you complete your first 145 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 7 hours ago 
We are looking for a motivated and detail-oriented.Client Service Associate (Entry Level).This position is perfect for individuals who are.
No prior experience is required — we provide full training...Show moreLast updated: 30+ days ago
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals.In 2020, we tr...Show moreLast updated: 4 days ago Earn at least $1605 driving with Uber when you complete your first 145 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 7 hours ago 
Group 1001 Agent Commission Services Representative.Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational perfo...Show moreLast updated: 17 days ago The Retail Associate assists the store management team in reaching the operational goals of the site by functioning in various capacities within the retail location.
The titles of the various jobs t...Show moreLast updated: 30+ days ago 
Join Our Team at MacAllister Machinery : .At MacAllister Machinery, we provide top-quality service and repair for equipment and HVAC systems.
We are currently seeking a skilled technician to join our ...Show moreLast updated: 22 hours ago Earn at least $1605 driving with Uber when you complete your first 145 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 7 hours ago Earn at least $1605 driving with Uber when you complete your first 145 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 7 hours ago 
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach glob...Show moreLast updated: 30+ days ago Earn at least $1605 driving with Uber when you complete your first 145 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 7 hours ago
- Promoted
Core Tax Associate - Summer 2026 (Indianapolis)
BDO USA (Campus)Indianapolis, IN, USFull-time
- Promoted
Client Service Associate
PNCIndianapolis, IN, USFull-time +1
- Promoted
- New!
Flexible schedule - Earn at least $1605 by driving 145 trips with Uber
UberFowlerton, IN, United StatesFull-time +1
- Promoted
Tax Associate
GPACIndianapolis, IN, USFull-time
- Promoted
Retail Associate (Part-Time) - Heartland Crossing Camby, IN
Goodwill of Central & Southern IndianaCamby, IN, USFull-time +1
- Promoted
- New!
Flexible $ : Earn At Least $1605 For Your First 145 Trips, Guaranteed.
UberKirklin, IN, United StatesFull-time +1
- Promoted
- New!
Earn At Least $1605 For Your First 145 Trips, Guaranteed.
UberAlexandria, IN, United StatesFull-time +1
- Promoted
- New!
Part-time gig : Earn at least $1605 in your first 145 trips.
UberKirklin, IN, United StatesFull-time +1
Client Service Associate - Entry Level
MSI Inc.Indianapolis, Indiana, United StatesFull-time
Quick Apply
Work From Home - Client Services Associate
Global Elite TexasCarmel, Indiana, United States, 46032Remote
Full-time
- Promoted
- New!
Drive with Uber - Earn at least $1605 in your first 145 trips with Uber.
UberKirklin, IN, United StatesFull-time +1
- Promoted
Agent Commission Services Representative
Group 1001Zionsville, IN, USFull-time
- Promoted
Retail Associate (Part Time) - Keystone & 62nd St. Indianapolis
Goodwill of Central & Southern IndianaCamby, IN, USFull-time +1
- New!
Associate - Credit Service Operations
MacAllister MachineryIndianapolis, IN, USFull-time
- Promoted
- New!
Quick Earnings : Earn At Least $1605 For Your First 145 Trips, Guaranteed.
UberAlexandria, IN, United StatesFull-time +1
- Promoted
- New!
Fast Pay - Earn at least $1605 in your first 145 trips, guaranteed.
UberKempton, IN, United StatesFull-time +1
- Promoted
Project Manager Client integrations
Apex GroupAlexandria, IN, USFull-time
- Promoted
- New!
Drive With Uber : Earn At Least $1605 For Your First 145 Trips, Guaranteed.
UberMichigantown, IN, United StatesFull-time +1