Client Services Associate
Cincinnati, OH
Full Time
Experienced
HCM WEALTH ADVISORS & CPAs
Client Service Associate — Job Posting
HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio. At HCM Wealth Advisors, we are on a mission to empower our clients to make intelligent financial decisions, so they will enjoy secure retirements.Job Summary
To continue providing excellent client service, HCM Wealth Advisors is adding a Client Service Associate team member. We are looking for a financial services professional to serve as the liaison between the Client and the Financial Advisor, while also supporting the firm's tax return management process during tax season. We are a digital-forward firm, and this role plays a key part in keeping client paperwork, digital forms, and tax documents moving through an efficient, largely paperless workflow. This is an in-person, in-office job opportunity, with the ability to work one day a week remotely after training.Key Duties & Responsibilities
- Accurately prepare and process paperwork for new and existing clients
- Correctly process distributions to clients
- Communicate with the Custodian (Charles Schwab) to accurately complete required documents
- Process and manage incoming/outgoing transfers of cash and assets
- Research and resolve account related issues
- Be available to answer calls, resolve issues, and respond to client requests in a timely fashion
- Manage client relationship management (CRM) records by maintaining client profiles and information
- Serve as the liaison between the client, Custodian, and Financial Advisor
- Assemble, scan, and process tax documents (paper and e-file), managing the scan and autoflow process and keeping tax projects in UltraTax up to date
- Send client invoices and tax summaries, greet clients dropping off documents, and assist Tax Staff with filing and appointments
- Perform other 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); tax office experience a plus
- Proficient in Microsoft Office Suite: Outlook, Word, Excel, PowerPoint
- Comfortable with digital forms, e-signature, and paperless document workflows
- Great interpersonal skills and a dedication to client service
- Excellent communication, time management and organization skills
- Confident and a strong work ethic, with a desire to succeed
- Great written and verbal communication skills
- Ability and desire to contribute to a team effort
- Enjoy working in a small company environment
Compensation & Benefits
- Competitive compensation based on experience
- Long-term opportunity in a growing firm, with the possibility of career advancement
- 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
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