Investment Operations & Client Services Associate

HR Elements; Cincinnati (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Profit-sharing/401(k)

Paid time off

Job summary

Meyer Capital Management (MCM) is seeking a full-time Financial Services Associate to join our team in Cincinnati. This role trains and develops the Associate in portfolio administration, investment operations, portfolio management, and financial planning, with responsibilities including client communications, reports, and trade support.

You will work within a small team that values integrity, accuracy, and a high standard of client service, with opportunities for growth and learning across core

Qualifications

• Bachelor's degree required.
• 1–2 years client-facing or financial service experience preferred.
• Strong Excel skills; proficient in Word and PowerPoint.

Responsibilities

• Generate operations reports daily, weekly, monthly, and quarterly.
• Create client meeting materials and communications.
• Support trade execution and investment research processes.
• Maintain CRM database and client communications.

Skills

Client-facing experience

Financial services

Data-based reasoning

Time management

Education

Bachelor's degree

Tools

Excel

Word

PowerPoint

Bloomberg Terminal

CRM software

Job description

Meyer Capital Management (MCM) is seeking a full-time Financial Services Associate to join our team in Cincinnati. This role trains and develops the Associate in portfolio administration, investment operations, portfolio management, and financial planning, with responsibilities including client communications, reports, and trade support.

You will work within a small team that values integrity, accuracy, and a high standard of client service, with opportunities for growth and learning across core