Oakwell Private Wealth Management

1 open remote positions

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.

Salary Distribution 1 of 1 jobs

PTO Distribution 1 of 1 jobs

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Benefits Overview 1 of 1 jobs

401(k) (1) Healthcare (1) PTO (1) Travel Reimbursement (1)

Open Positions

Client Service Onboarding Specialist

$65,000–$80,000/yr
US 4w PTO

  • Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
  • Assist Advisors with client meeting prep and follow-up tasks.

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