UHNW Client Experience & Onboarding Manager

Oxford Financial Group, Ltd.; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Job summary

Oxford Financial Group, Ltd. seeks a Relationship Manager to deliver exceptional client service to UHNW individuals and families. You will coordinate with the Managing Director and service teams, review client reports, and support client planning and onboarding.

The role involves onboarding, account maintenance, cash flow processing, and meeting preparation for client/prospect presentations. Five to seven years of related experience and strong MS Office skills are required.

Qualifications

• Bachelor’s degree with 5–7 years relevant work experience, at least 3 years with UHNW clients.
• Proficiency in Microsoft Outlook, Word and Excel.
• Strong analytical skills with attention to detail.
• Ability to work independently and in a team.
• Confidentiality and professional demeanor essential.

Responsibilities

• Deliver exceptional client service to UHNW individuals and families.
• Coordinate efforts between Managing Director and service teams.
• Prepare client reports and onboarding documentation.
• Maintain CRM data and assist with client planning and meetings.

Skills

UHNW client experience

Microsoft Office

Strong communication

Data analysis

Education

Bachelor's degree

Tools

CRM (Salesforce)

Job description

Oxford Financial Group, Ltd. seeks a Relationship Manager to deliver exceptional client service to UHNW individuals and families. You will coordinate with the Managing Director and service teams, review client reports, and support client planning and onboarding.

The role involves onboarding, account maintenance, cash flow processing, and meeting preparation for client/prospect presentations. Five to seven years of related experience and strong MS Office skills are required.