MCF actively seeks to add experienced, talented and motivated individuals to join our team.
Wealth Management Client Associate -Lexington, Kentucky
The Client Associate role will be on the Wealth Management team located in the Lexington 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. 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 Consultants in the firm’s Lexington office with the service and maintenance of client relationships, and will work with the Consultants to schedule and prepare for meetings. The Client Associate will handle a large amount of client-facing interactions and tasks, including, but not limited to, leading the onboarding process for new relationships, responding to client requests, and creating and maintaining well-organized client records.