Client Services Specialist

Client Services Specialist (Private Wealth) Location: Oxford, Ohio Company: Shoker Investments Job Type: Full-Time Experience Level: Mid level Position Summary A well-established Registered Investment Advisor seeks a Client Services Specialist to support a private wealth advisory practice serving high-net-worth families. This position requires a high level of professionalism, discretion, and precision, with a focus on operational excellence and regulatory compliance. Key Responsibilities Provide client service support consistent with fiduciary and regulatory standards Maintain accurate and compliant client records, documentation, and correspondence Prepare client materials and reports to institutional standards Manage electronic data, document retention, and secure workflows Support advisors with account administration, onboarding, and service requests Coordinate with custodians, internal partners, and service providers as required Requirements Required: Proficiency in Microsoft Excel and Microsoft Word Demonstrated ability to work with electronic data in regulated environments Professional phone presence and written communication skills Exceptional attention to detail and organizational discipline Preferred: Experience within private banking, family office, trust, or Registered Investment Advisor environments Familiarity with Salesforce or comparable CRM systems Experience with portfolio management, reporting, or custodial platforms Benefits & Compensation Compensation: Competitive pay 401(k): Employer matching 401(k) plan Time Off: Paid holidays, vacation, and personal days Parental Leave: Paid parental leave for all new parents Health & Wellness: Health and dental stipend Wellness stipend to support physical and mental health Office Culture: Casual dress code in the office; professional dress for all client meetings (virtual or in-person) Lunch provided once per week Newly renovated working space Why Join Shoker Investments? Client-First Culture: Work in a true fee-only fiduciary environment with no product sales or hidden incentives Experienced Team: Join a collaborative firm with a 30+ year track record of client success Growth-Oriented: Access to ongoing professional development and career advancement opportunities Values-Driven: Join a firm built on integrity, transparency, and personalized service About Shoker Investments With over 30 years of industry experience and a client-first philosophy, Shoker Investments has built a reputation for delivering independent, fee-only investment counsel. Founded in 1990 by Randall Shoker as Shoker Investment Counsel, Inc., the firm was established on the belief that unbiased advice can only come from a compensation model free of commissions and sales incentives. By eliminating all forms of third-party compensation, we remain fully aligned with our clients' best interestsdelivering tailored strategies that support both financial security and long-term wealth goals.

Created: 2026-03-10