Client Services Specialist

Job Description

Job Description

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 interests—delivering tailored strategies that support both financial security and long-term wealth goals.