About this role
Relationship Manager at Oxford. Location: Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati. Role: delivering service, preparing reports, maintaining information Requirements: Bachelor's degree required, 5–7 years relevant experience (≥3 years with UHNW clients). Proficiency in Microsoft Outlook/Word/Excel, Salesforce, strong analytical and communication skills. CFP, CPWA, or CPA preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, TimeTracker Certifications: cfp, cpwa, cpa Commitment: Full Time Workplace: Onsite Languages: English