We are always looking for new team members to join the MCF Family.
Please see our current openings below:
LOCATION: Covington, KY
The Client Associate role will be located in our Covington office. The role will execute a wide array of tasks such as client service and support, office administration, and insurance services support to the Wealth Management division of MCF. The primary function of the Client Associate is to deliver an exceptional service experience to MCF’s clients. This individual will assist Advisors with the service and maintenance of their client relationships as it relates to insurance needs.
This role will handle a large amount of client-facing interaction and tasks, including, but not limited to leading the insurance onboarding process, providing in-force product illustration support, preparing product comparison spreadsheets, policy audits and creating and maintaining well-organized client records. This individual will serve as office manager and as such will maintain an inviting, pleasant experience for all client and guest visitors, offering a professional greeting and promoting our commitment to exceptional client service.
Click below to view the primary responsibilities and a full job description of the Client Associate position.