Client Service Specialist

MCF

MCF, an investment management firm in Cincinnati, seeks a Client Associate to deliver exceptional service to clients and support the Wealth Management team. The role emphasizes onboarding new relationships, responding to client requests, and maintaining organized client records. You will work closely with Financial Advisors and Account Planners, handling account changes, money movements, deposits, and related paperwork while ensuring compliance and timely action. #J-18808-Ljbffr

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Vacancy posted 8 hours ago

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