Client Services Specialist

Client Services Specialist (Private Wealth)

Location:

Oxford, Ohio

Company:
Shoker Investments

Job Type: Full-Time

Experience Level: Mid level

A well-established Registered Investment Advisor seeks a Client Services Specialist to support a private wealth advisory practice serving high-net-worth families. This position requires a high level of professionalism, discretion, and precision, with a focus on operational excellence and regulatory compliance.

• Provide client service support consistent with fiduciary and regulatory standards
• Maintain accurate and compliant client records, documentation, and correspondence
• Prepare client materials and reports to institutional standards
• Manage electronic data, document retention, and secure workflows
• Support advisors with account administration, onboarding, and service requests
• Coordinate with custodians, internal partners, and service providers as required

• Required:
  • Proficiency in Microsoft Excel and Microsoft Word
  • Demonstrated ability to work with electronic data in regulated environments
  • Professional phone presence and written communication skills
  • Exceptional attention to detail and organizational discipline
• Preferred:
  • Experience with in private banking, family office, trust, or Registered Investment Advisor environments
  • Familiarity with Salesforce or comparable CRM systems
  • Experience with portfolio management, reporting, or custodial platforms

• Compensation:
  Competitive pay
• 401(k):
  Employer matching 401(k) plan
• Time Off:
  Paid holidays, vacation, and personal days
• Parental Leave:
  Paid parental leave for all new parents
• Health & Wellness:
  • Health and dental stipend
  • Wellness stipend to support physical and mental health
• Office Culture:
  • Casual dress code in the office; professional dress for all client meetings (virtual or in-person)
  • Lunch provided once per week
  • Newly renovated working space

• Client-First Culture:
  Work in a true fee-only fiduciary environment with no product sales or hidden incentives
• Experienced Team:
  Join a collaborative firm with a 30+ year track record of client success
• Growth-Oriented:
  Access to ongoing professional development and career advancement opportunities
• Values-Driven:
  Join a firm built on integrity, transparency, and personalized service

With over 30 years of industry experience and a client-first philosophy, Shoker Investments has built a reputation for delivering independent, fee-only investment counsel. Founded in 1990 by Randall Shoker as Shoker Investment Counsel, Inc., the firm was established on the belief that unbiased advice can only come from a compensation model free of commissions and sales incentives. By eliminating all forms of third-party compensation, we remain fully aligned with our clients' best interests—delivering tailored strategies that support both financial security and long-term wealth goals.