Client Services Coordinator - OFS Wealth

Client Services Coordinator

Are you a proactive, hard-working individual who adapts to change quickly and thrives in a fast paced environment? Are you interested in the world of financial services? If you're enthusiastic about joining a team that values collaboration and achievement, we'd love to talk with you! OFS Wealth, a leading wealth management firm in the United States, provides comprehensive financial solutions tailored to the unique needs of athletes and entertainers. We are excited to announce an opening for a Client Services Coordinator.

Key Responsibilities:

• Teamwork: Work closely with the client service team to deliver tailored financial solutions to clients. Provide day-to-day administrative support, ensuring requests are handled efficiently. Manage and optimize the use of internal systems like Salesforce and Constant Contact.
• Banking Responsibilities: Coordinate bank account openings and closings, handle credit card applications, and coordinate new client onboarding. Assist with cash management and troubleshoot issues as they arise.
• Technical Responsibilities (Insurance/Purchases): Coordinate personal lines of insurance for properties, manage LLC setups, and assist with vehicle purchases and client lending needs.

Qualifications:

• Education: Degree or equivalent experience in Business, Finance, Accounting, or Liberal Arts; experience in personal financial planning and/or wealth management is a plus.
• Business Sense: Understanding of wealth management principles and the financial needs of high-net-worth individuals, with training provided by the OFS client service team.
• Communication Skills: Excellent communication and interpersonal skills, with proficiency in English.
• Technical Skills: Proficient in Microsoft Excel, Word, and PowerPoint.

What We Offer:

• Competitive salary and performance-based bonuses.
• Opportunities for professional growth and networking.
• A dynamic and supportive team environment.
• Comprehensive benefits package.

Application Process:

Interested candidates should submit a resume and cover letter detailing their experience and qualifications for this role. 

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Octagon is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

We make our careers website accessible to any and all users. If you need an accommodation to participate in the application process, please contact us at [email protected]. This email address is not for general employment inquiries or vendors; rather it is strictly for applicants who require special assistance accessing our employment website. Due to volume, messages sent to this email address that are not related to an accommodation cannot be answered.