Client Operations/Client Service Associate

2 months ago

Cincinnati, United States HCM Wealth Advisors Full time
Job DescriptionJob Description

CLIENT SERVICES ASSOCIATE 
HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio. We are on a mission to empower our clients to make intelligent financial decisions, so they will enjoy secure retirements.  

POSITION SUMMARY 
HCM Wealth Advisors & CPAs is seeking a proactive and detail-oriented Client Servies Associate to enhance our team. The successful candidate will need to exhibit exceptional organizational skills, maintain professionalism, and thrive in a team-oriented work setting. Responsibilities will include supporting our Wealth Advisors to ensure seamless client services and elevating the client experience.  

KEY DUTIES & RESPONSIBILITIES

  • Provide excellent customer service by responding to client questions and inquiries promptly and professionally. 
  • Handle all client paperwork, including the organization and maintenance of client files electronically. 
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved. 
  • Process all client cashiering requests (Required Minimum Distributions, wires, checks, journals, check deposits, etc.). 
  • Review daily activity and reconcile current client activity, fund transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy. 
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings. 
  • Manage client relationship management (CRM) records by maintaining client profiles and information. 
  • Partner with Wealth Advisors on the creation of client materials and reports. 
  • Serve as the liaison between the client, Custodian, and Wealth Advisor. 
  • Develop a thorough understanding of client relationships and accounts. 
  • Support day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset. 
  • Perform additional duties as assigned. 

QUALIFICATIONS 

  • Bachelor's degree or equivalent experience is preferred. 
  • At least 2-3 years of experience working in the financial services field (bank, brokerage, investment, or advisory firm). 
  • Strong Microsoft Office skills including Excel & PowerPoint. 
  • Detail-oriented with ability to prioritize and organize workflow. 
  • Excellent client facing, interpersonal, organizational, and client service skills. 
  • Ability to work in a team-oriented work environment and manage multiple tasks effectively with some interruptions. 
  • Experience with eMoney financial planning software a plus. 

COMPENSATION & BENEFITS 

  • Competitive compensation based on experience 
  • Long-term opportunity in a growing firm, with the possibility of career advancement
  • Benefits: 
  • Health, vision, dental, life and disability insurance 
  • 401(k) plan 
  • Paid time off and holidays 
  • Education reimbursement 
  • Ability to work remotely one day a week once fully onboarded 

HCM Wealth Advisors & CPAs is an equal opportunity employer committed to diversity and inclusion in all employment practices. 

This job description is not exhaustive and may be subject to changes or additions at any time. 

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