Client Relationship Associate

Key Areas of Responsibility:

·       Manage client scheduling and communications

·       Manage incoming phone calls, serving as first point of client contact and triaging calls to appropriate team members as needed

·       Assist clients by providing information, responding to inquiries, and resolving problems

·       Maintain information in CRM

·       Monitor monthly, quarterly, and annual distributions

·       Assist with monthly client communication

·       Assist with marketing initiatives, including social media

·       Manage special projects and events

·       Provide ad hoc support to Oakcrest team members, as needed

·       Provide unparalleled customer service to Oakcrest clients

·       Adhere to industry and broker dealer regulations/procedures

What we’re looking for:

• Bachelor’s degree
• 1+ years of financial services experience preferred
• Highly proficient in MS Office
• Excellent organizational, computer and interpersonal skills
• Strong attention to detail and ability to follow through on projects
• Team player and able to work in fast paced environment
• Ability to manage and process multiple tasks efficiently and accurately
• Highly motivated/self-starter with desire to earn future advancement in the firm
• Flexible workstyle with ability and willingness to work across different functions in the firm
• Warm, friendly demeanor with the ability to connect with people and develop long term relationships
• Familiarity with our current systems is a plus, but not required: Redtail CRM and Emoney Financial Planning Software

What we’re offering - Benefits:

• Hybrid work environment with ability to work from home 1 day a week (while meeting essential job functions)
• Competitive salary between $40,000 and $45,000/yr depending on experience and credentials
• Potential for incentive compensation
• 401k plan with employer matching
• Health, dental and vision insurance
• Paid time off
• A collaborative office culture with an emphasis on work/life balance
• Mentoring and learning opportunities to enhance career track

Qualified candidates will start the process by having a 15-30 min phone interview with the CEO.

Registered Representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OakCrest Capital, LLC are separate companies and are not affiliated.