Relationship Manager

About the role

The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation.

Responsibilities

• Deliver an excellent client experience
• Operate within the team’s client service strategy to ensure high standard of service
• Respond professionally and provide timely resolution to client inquiries or concerns
• Troubleshoot client issues and follow through to resolution
• Cook up efforts across all areas of Oxford, as needed
• Prepare client reports and analysis
• Partner with technical teams to prepare required reports and analysis
• Gather and share necessary data and information with technical and operational teams
• Coordinate timely and efficient completion of reports and analysis
• Maintain client information
• Absorb and coordinate workflow to support client needs
• Determine Portfolio Summary Report template and delivery
• Review client information on an annual basis to ensure accuracy
• Assign and coordinate workflow to support client needs
• Support Client Onboarding
• Own and manage completion of assigned onboarding checklist items
• Coordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessary
• Create a high-quality Oxford experience during the transition from prospect to client
• Monitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding items
• Attend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress items
• Administrative Responsibilities and Professional Development
• Complete TimeTracker entries accurately and on time
• Read, handle and respond to email and voicemail messages
• Attend team and firm meetings
• Stay current on technical developments and available resources
• Maintain a spirit of teamwork and respect across the firm
• Participate in formal education and training to strengthen areas of expertise, technical skills and leadership skills
• Perform other duties as assigned

Qualifications

• Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients
• CFP®, CPWA® or CPA strongly preferred
• Proficiency in Microsoft Outlook, Word and Excel
• Strong analytical skills; the ability to interpret and analyze data and accurate attention to detail
• Demonstrated knowledge of personal financial planning concepts and broader industry expertise
• Ability to follow established procedures with accuracy and consistency
• Ability to read and interpret legal documents
• Professional demeanor and the highest regard for confidentiality
• Excellent written and verbal communication skills
• Ability to work independently as well as collaboratively in a team environment
• Strong work ethic and positive attitude
• Excellent organizational skills
• Ability to manage multiple priorities in a fast-paced environment