×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Services Financial Advisor

Private Wealth Client Services Specialist

Job in Oxford, Butler County, Ohio, 45056, USA
Listing for: Shoker Investments
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A well-established Registered Investment Advisor is seeking a Client Services Specialist to support its private wealth practice. In this role, you will provide client service in line with fiduciary standards, maintain accurate client records, and prepare institutional-quality reports. Ideal candidates must have strong Excel skills, written communication abilities, and a detail-oriented approach. Join a collaborative team that values integrity and offers opportunities for professional development.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search