Client-Facing Financial Services Associate

HR-Elements-4

Cincinnati (OH)

On-site

USD 60,000 - 75,000

Full time

6 days ago

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Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

Meyer Capital Management (MCM) is seeking a full-time Financial Services Associate to join our team. The role trains and develops in portfolio administration, investment operations, and financial planning.

You will produce operations reports, prepare client meeting materials, and assist with investment research while supporting trade execution and client communications. The position offers a clear path to higher impact work as skills grow in a collaborative, private-client environment with a

Qualifications

4-year bachelor’s degree required.
1–2 years of client-facing or financial services experience preferred.
Intermediate to advanced Excel; proficient in Word and PowerPoint.
Strong interest in personal finance and capital markets.

Responsibilities

Generate operations reports daily, weekly, monthly, and quarterly.
Create client meeting materials.
Draft/execute professional client communications via phone, email, and text.
Support accurate trade execution from pre-check through allocation.
Assist with investment research process.
Utilize portfolio management software and Bloomberg Terminal to support operations.
Maintain CRM database.
Prepare electronic authorizations to initiate account updates.
Initiate client money movement transactions.
Special projects as assigned.