Client Service Associate

Free Accounts • Austin, TX

4d • Onsite

About The Position

Oxbow Advisors is an independent Registered Investment Advisor and money management firm that provides capital management strategies to high-net-worth individuals and families. The firm emphasizes preservation of capital, long-term growth, client relationships, teamwork, and personal growth.

The Client Service Associate provides client and administrative support to Portfolio Managers and takes ownership of the new-client onboarding process. The role monitors existing client accounts, resolves issues, and works with Portfolio Managers and operations staff to ensure timely, accurate account service. It involves daily interaction with major custodians such as Schwab and Fidelity, heavy phone communication, and independent action. The position reports to the Partners and may include other duties that support team effectiveness.

Requirements

• High school diploma.
• Customer-service orientation.
• Strong interpersonal skills and the ability to work effectively with a variety of personalities.
• Good verbal and written communication skills.
• Ability to set priorities and work effectively in a fast-paced, deadline-oriented environment.
• Basic math aptitude.
• Ability to handle multiple and varied situations.
• Knowledge of major custodians such as Schwab and Fidelity.
• Knowledge of financial services, including wealth management and banking.
• Knowledge of DocuSign, CRM, and Microsoft Office products, including Word, Excel, and Outlook.

Responsibilities

• Handle client requests and direct calls to the appropriate individuals.
• Establish new accounts, send required documents, and compose letters in accordance with established procedures.
• Maintain customer files and correspondence.
• Work with operations personnel to identify errors and initiate corrections.
• Assist with special client requests, including individualized service, accounting of credit and debit balances, and providing stock quotes, price histories, news, and other available information.
• Process check requests, transfers of funds and securities, and wire requests.
• Inform clients about missing paperwork, funds due, and securities due.
• Provide a consistent, high level of customer service.
• Monitor client accounts, resolve issues, and support client onboarding.

Benefits

• Health insurance
• 401(k)
• Dental insurance
• Paid maternity and paternity leave
• FSA and HSA available
• Paid time off
• Vision insurance
• Life insurance

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED