Why Join Oxbow
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.
Position Summary: Provides client and administrative support to Portfolio Managers. Takes ownership of new client onboarding process. Monitors current client accounts and resolves issues. Works at a level of independent action.Reports To:PartnersPosition Scope: Works with Portfolio Managers and operations staff to ensure the timely and accurate servicing of clients’ accounts. Interacts with major custodians such as Schwab and Fidelity daily. Performs other duties as required which contribute to the overall team effectiveness.Responsibilities: Heavy phone communication. Handles client requests and directs calls to appropriate individuals.¨ Establish new accounts. Sends required documents and composes letters in accordance with established procedures. Maintains customer files and correspondence.¨ Works with operations personnel in identifying errors, and initiates corrections.¨ Assists in providing special requests for customers such as daily individualized service, accounting of credit/debit balances, providing stock quotes, price histories, news and various information available.¨ Processes check requests, transfer of funds and securities and wire requests. Informs client of missing paperwork, funds due, securities due.¨ Provides a consistent and high level of customer service.Qualifications:Knowledge of: Major Custodians (Schwab, Fidelity) Financial Services (Wealth management, Banking, etc.) DocuSign, CRM, MS Office Products (Word, Excel, Outlook)Minimum and Preferred Qualifications¨ Customer service oriented.¨ Strong interpersonal skills required; must be able to work effectively with a variety of personalities.¨ High School diploma¨ 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.Compensation: The annual base pay for this role is $65,000 Job Type: Full-time (in office)
- 8-hour shift
- Monday to Friday
Benefits:
- Paid Paternity/Maternity Leave
- Health insurance with
- FSA and HSA Available
- Paid time off
- Dental insurance
- 401(k)
- Vision insurance
- Life insurance
Oxbow Advisors is an independent, Registered Investment Advisor that provides distinctive capital management strategies to high-net-worthindividuals and families.
We are uniquely familiar with the concerns inherent with substantial wealth and the common objectives our affluent clients often share. Committed to long-term relationships with our clients, we take an approach to investing derived from one central idea: In order to grow capital over time, you must first protect it.