Client Service Associate

Oxford Financial Group, Ltd.; Atlanta (GA); On-site; USD 52,000 - 76,000; Full time

Job summary

Oxford Financial Group, Ltd. is seeking a Client Service Associate in Atlanta, GA to deliver extraordinary client service as part of a dedicated client service team.

The role focuses on account administration, money movement, and ongoing account maintenance with custodians, while coordinating with outside advisors and internal teams to ensure accurate and timely processing of gifting and transfers.

Qualifications

• College degree in a related field or equivalent experience.
• Strong written, verbal and interpersonal communication skills.
• Excellent computer skills with Excel, Word and Outlook.

Responsibilities

• Identify and prepare required account documentation based on client needs and registration.
• Process money movements with custodians, including wires, transfers and checks.
• Maintain accounts with custodians, including title changes and beneficiary updates.
• Manage gifting requests to individuals, trusts and charities with custodians.
• Contact outside advisors, custodians and others for assistance.

Skills

Communication skills

Analytical thinking

Organizational skills

Cross-functional teamwork

Microsoft Excel

Education

College degree or equivalent experience

Tools

Microsoft Outlook

Microsoft Word

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Service Associate

Client Service Associate Full Time Atlanta, GA, US

6 days ago Requisition ID: 1059

Department:

Client Service

Reports To:

Senior Associate Manager, Client Service

FLSA Status:

Exempt

POSITION SUMMARY

A 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

Account Administration

• Identifies and prepares all required account documentation based on review of client needs and registration (may include, but not limited to, new account opening, gifting, retitling assets and investment account administration).
• Processes money movement with custodians, including wires, journals, ACH transfers, checks, standing instructions and security transfers. Verifies instructions and authorizations, submits requests, tracks them to completion and confirms accurate settlement.
• Performs account maintenance with custodians, including registration and title changes, beneficiary and contact updates, bank link and standing instruction changes, and resolution of rejected or pending items.
• Processes cash and securities gifting on behalf of client requests, including gifts to individuals, trusts, charities and donor advised funds. Confirms recipient and account details, prepares and submits gifting paperwork to custodians, coordinates cost basis and transfer details for securities gifts, and tracks each gift to completion.
• Contacts outside advisors, custodians and others for assistance.

Administrative Tasks, Meetings and Training

• Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development.
• Monitors and helps control client profitability through accurate TimeTracker entries.
• Attends team and firm meetings.

QUALIFICATIONS

• 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
• Excellent computer skills with experience in Microsoft Word, Excel and Outlook required
• Excellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders.
• Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
• Proven analytical and problem‑solving skills with ability to produce accurate, data‑driven work
• Professional demeanor with an uncompromising respect for discretion and confidential matters
• Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

WORKING CONDITIONS

• Limited travel as business needs necessitate
• Long periods of sitting, utilizing a computer