oXYGen Financial, Inc. was built to give Generation X amp; Y clients a place where they can find professionals who are just like them, who understand they are looking for an advisor who provides a high tech and high touch approach with a discipline to help them manage their day to day financial lives.
oXYGen Financial is currently in need of a Client Service Associate. To be considered for this position, you must have a minimum of 1 year of financial industry experience.
You will play a crucial role in our back office, performing various clerical and administrative duties and tasks. With responsibility of the day-to-day back-office details and special projects, you will rely on your strong organizational and service skills to help insure clients have a wonderful experience.
Requirements
- Assist with client communication and follow up tasks
- Process new account paperwork, account transfers, new contributions, redemption and beneficiary changes among other things
- Handle miscellaneous operational activities and projects (e.g., scanning documents)
- Responsible for scheduling/calendar for the Private CFO’s of oXYGen Financial
- Schedule Travel for the Private CFO of oXYGen Financial
- Assist in the scheduling of client appointments
- Assist in the preparation of reports, review materials, paperwork
- Accurately execute securities transactions as directed
- Assist with financial planning data entry
- Plan and organize prospect and client appreciation events
Knowledge, Skills, amp; Abilities
- Minimum 1 year experience in the finance/securities industry
- Bachelor’s degree preferred
- Excellent interpersonal and communication skills
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Working knowledge of Streetscape preferred
- Working knowledge of E-Money, and RedTail CRM preferred
- Strong problem solving skills
- Detail oriented
- Maintain a positive, friendly attitude
- Desire to provide world-class client service
- Excellent organizational and time management skills
- An ability to balance multiple tasks
- NASD Series 6,7,63 amp;65 and/or 66 License Helpful but NOT required
Benefits
Salary and Bonus Structure