Client Service Associate — Wealth Advisory (Hybrid)

HCM Wealth Advisors & CPAs; Cincinnati (OH); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Life insurance

Disability insurance

401(k) plan

Paid time off

Job summary

HCM Wealth Advisors & CPAs, an independent, fee-only Wealth Management/RIA in Cincinnati, seeks a Client Service Associate to act as liaison between clients and the Financial Advisor. You will support the tax return management process and maintain a digital, largely paperless workflow.

The role is in-office, with the potential to work one day per week remotely after training, supporting a strong client-service culture.

Qualifications

• Bachelor's degree or equivalent experience preferred.
• 2–3 years in financial services or related environment; tax office experience is a plus.
• Proficiency with Outlook, Word, Excel, PowerPoint and digital forms.

Responsibilities

• Prepare and process paperwork for new and existing clients.
• Process distributions to clients and manage transfers of cash/assets.
• Communicate with Custodian (Charles Schwab) to complete documents.
• Maintain CRM records and client profiles.
• Assist Tax Staff with tax documents and appointments.
• Support Tax Season workflow and paperless processes.

Skills

Bachelor's degree

Financial services experience

Microsoft Office Suite

Digital forms & paperless workflows

Strong communication

Time management

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

HCM Wealth Advisors & CPAs, an independent, fee-only Wealth Management/RIA in Cincinnati, seeks a Client Service Associate to act as liaison between clients and the Financial Advisor. You will support the tax return management process and maintain a digital, largely paperless workflow.

The role is in-office, with the potential to work one day per week remotely after training, supporting a strong client-service culture.