Client Services Specialist

Job Description

Client Services Specialist (Private Wealth)

Location: Oxford, Ohio 

Company: Shoker Investments

Job Type: Full-Time

Experience Level: Mid level

Position Summary

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. 

Key Responsibilities

• 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