Client Services SpecialistShoker Investments • Oxford, Mississippi, United States
Client Services Specialist
Shoker Investments
- Oxford, Mississippi, United States
- Oxford, Mississippi, United States
À propos
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
Compétences linguistiques
- English
Avis aux utilisateurs
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