Client Service Associate

Oxbow Advisors•Austin, TX

6d•Onsite

About The Position

Oxbow Advisors is an independent registered investment adviser focused on preservation of capital and long-term growth. The firm describes itself as dynamic and fast-growing, with opportunities for personal growth and a team-oriented culture. The Client Service Associate provides client and administrative support to Portfolio Managers and takes ownership of the new-client onboarding process. The associate monitors existing client accounts, resolves issues, and works with Portfolio Managers and operations staff to ensure timely and accurate account servicing. The role involves daily interactions with major custodians, including Schwab and Fidelity, and requires independent action. The associate may also perform other duties that contribute to overall team effectiveness.

Requirements

Knowledge of major custodians, including Schwab and Fidelity.
Knowledge of financial services, such as wealth management or banking.
Knowledge of DocuSign, CRM systems, and Microsoft Office products, including Word, Excel, and Outlook.
Customer-service orientation.
Strong interpersonal skills and ability to work effectively with a variety of personalities.
High school diploma.
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.

Responsibilities

Handle heavy phone communication, respond to client requests, and direct calls to appropriate individuals.
Establish new accounts, send required documents, compose letters according to established procedures, and maintain customer files and correspondence.
Work with operations personnel to identify errors and initiate corrections.
Assist with client-specific requests, including individualized daily service, accounting for 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 of missing paperwork, funds due, or securities due.
Provide a consistent, high level of customer service.
Monitor current client accounts and resolve issues.
Work with Portfolio Managers and operations staff to ensure timely and accurate servicing of client accounts.