Relationship Manager
Oxford Financial Group, Ltd. - atlanta, GA
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Oxford Financial is hiring a Relationship Manager to be located in any one of our office locations, Indianapolis, Palm Beach, Atlanta, Cincinnati, Grand Rapids, Minneapolis or Chicago. This position is 100% onsite. Position Summary:The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf of the client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client. Relationship Managers will support multiple Managing Directors located in any of Oxford's market locations by enhancing the client experience through servicing and administrative functions including new client onboarding, account opening, account maintenance, processing cash flows, working with third-party vendors, and assisting with meeting preparation for client and prospect presentations. Duties and Responsibilities:Client Service Creates an excellent client experienceOperate within the team's client service strategy to ensure high quality client serviceRespond professionally and provide timely resolution of client inquires or concernsTroubleshoots client issues and directs effort to conclusionCoordinates the efforts between all areas throughout OxfordAttends prospect, client or advisor meetings Prepare reports and analysis for clients Partners with technical teams on needed reports and analysisCreates and updates clients financial statementsGathers and shares required datainformation with Technical and operational teamsCoordinates timely and efficient completion of reports and analysisClient information management Assist in completing and maintaining the Client Profile QuestionnaireMonitors and updates Salesforce as appropriateDetermine PSR template and deliveryReview client information on an annual basis to ensure accuracy Assigns workflow as needed to fulfill client needs IPS and IASFOS Estate flow chart and recommendationsPrivate Market Securities (Initial purchases, calls and liquidations)Client Directed trade requestsCash ManagementDeposits, withdrawals, journals, wires, etc.Coordinates information needed for lines of credit renewalsOther Workflow processes as neededClient OnboardingOwns and manages the completion of assigned onboarding checklist itemsCoordinates client deliverables as needed as part of the agreed upon relationship with the client, obtaining signatures when necessaryCreates an Oxford quality experience in the transition from a prospect to a clientMonitors the progress of account transfers, asset location and cost basis reconciliation, among other on-boarding informationAttends ACE meeting with new clientMD and confirm status of all items completed or in processHandles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical developmentCompletes TimeTracker entries timely and accuratelyReads, handles and responds to email and voicemail messagesAttends team and firm meetingsStays current with technical developments and resourcesEstablishes spirit of teamwork and respect with other areas of the firmPerforms other duties as assignedParticipates in formal educationtraining to enhance areas of expertise, technical skills and leadershipmanagement skillsStrives to increase technical skills through personal researchreadingHandles special projects as assigned by Director, Relationship ManagementQualifications:College degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clientsProfessional designations of CFP®, CPWA® or CPA strongly preferredPrevious experience creating and updating financial statementsComputer proficiency in Microsoft Outlook, Word and ExcelMust have strong analytical skills; the ability to interpretanalyze data and accurate attention to detailMust have industry expertise and high level of knowledge in personal financial planning conceptsMust have the ability to read and understand legal documentsMust have a professional demeanor with the utmost respect for confidential mattersMust have excellent written and verbal communication skills with strong interpersonal skillsMust be able to work independently and in a team environmentMust have strong work ethic with a positive attitudeMust be detail oriented with excellent organizational skillsMust have ability to multi taskMust have ability to work in fast paced environmentMust be a self-starter and results orientedWorking Conditions:Limited travel as business needs necessitateLong periods of sitting, utilizing a computer100% onsite
Created: 2024-10-14