Client Services Associate

Client Services Associate

Oxford Advisory Group (OAG) is a full‑service financial firm specializing in assisting clients in or near retirement. We are looking for a Client Services Associate who is intelligent, articulate, pleasant, dependable and brings a great attitude to work every day.

Starting salary range: $60,000 – $75,000 per year.

38 hours per week, 8:30 a.m. – 5:00 p.m. with a lunch each day and some flexibility around start time.

• Full medical and dental benefits
• Generous retirement benefit plan
• All holidays off, including your birthday

• Handle varying work tasks including transferring funds from numerous financial institutions.
• Service clients on phone calls, provide exemplary customer service during in‑office visits.
• Calendar management, work with the investment team on recommendations for clients’ financial plans.
• Provide critical thinking skills and show great attention to detail.
• Lead behind‑the‑scenes financial processes, giving guidance on cases and ensuring excellent client service.
• Complete tasks with little or no supervision in a fast‑paced environment.

• 4‑year degree in Accounting, Finance, or related field.
• Series 65 or 66 with Life & Health Licenses is a bonus but not required.
• 1–3 years experience in financial services working with clients transferring assets.
• Strong understanding of reporting and financial plan building.
• Strong experience with MS Office and the ability to learn new software quickly.
• Excellent written and verbal communication skills.
• Proactive mentality, positive attitude, and consistent follow‑through.
• Highly intelligent, strong organizational skills and attention to detail.
• Ability to work independently with good time management and critical thinking skills.

• Experience with Wealthbox CRM.
• 2+ years working in a fast‑paced office environment.

• Work with high‑net‑worth clients to ensure their retirement is on track.
• Communicate with carriers and investment companies ensuring clients are helped with funds transfers during onboarding.
• Meet face‑to‑face with clients in‑office or via Zoom.
• Listen to and understand client needs, respond promptly and professionally.
• Be a high performer who is highly motivated to grow with a rapidly expanding company.