UHNW Wealth Relationship Manager
Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd. seeks a Relationship Manager to deliver an exceptional experience to UHNW clients and coordinate across MDs and service teams. You will review client reports, support planning and onboarding, and manage reporting and data quality in CRM systems. Based in one of our market locations including Chicago, you will handle onboarding, account activity, and client communications while supporting multiple MDs and ensuring a high standard of service in a fast-paced environment. #J-18808-Ljbffr Oxford Financial Group, Ltd.
Vacancy posted 2 hours ago
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