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UHNW Client Experience & Onboarding Manager
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-07-31
Listing for:
Oxford Financial Group, Ltd.
Full Time
position Listed on 2026-07-31
Job specializations:
-
Management
Client Relationship Management
Job Description & How to Apply Below
Oxford Financial Group, Ltd. seeks a Relationship Manager to deliver exceptional client service to UHNW individuals and families. You will coordinate with the Managing Director and service teams, review client reports, and support client planning and onboarding.
The role involves onboarding, account maintenance, cash flow processing, and meeting preparation for client/prospect presentations. Five to seven years of related experience and strong MS Office skills are required.
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