We are always looking for new team members to join the MCF Family. Take a look at the role(s) we currently have open:
Client Associate (Covington-based)
Job Summary: The Client Associate role will be on the Wealth Management team located in the Covington office, with occasional working days in the forthcoming MCF Cincinnati office. The Wealth Management division within MCF provides investment management and wealth creation services to individuals and families. We focus on retirement and financial planning, succession planning, risk management, insurance planning, estate and tax planning and offer personal trust services in addition to tax preparation services.
The primary function of the Client Associate is to deliver an exceptional service experience to MCF’s clients and to play an integral part on the MCF Wealth Management team. This individual will assist several Financial Advisors (FAs) in the firm’s Covington office with the service and maintenance of client relationships and will work with the FAs to schedule and prepare for meetings. The Client Associate will handle many client-facing interactions and tasks, including, but not limited to, facilitating the onboarding process for new relationships, responding to client requests, and creating and maintaining well-organized client records.
Read more about job responsibilities, qualifications and apply at the link below.