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:
Partners

Position 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)