Title: Sr. Client Associate
Department: Wealth Management
Reports To: Integration Manager
Status: Full-Time
Overview of MCF
MCF is an investment management company that serves clients through three divisions: Wealth Management Services, Corporate Retirement Plan Services, and Institutional Investment Services. The Wealth Management Division provides investment management and comprehensive financial planning services to individuals, families, and privately-owned business owners. The Corporate Retirement Plan Division serves clients as a “Chief Retirement Plan Officer”, providing fiduciary investment advice, plan governance, plan design consulting, vendor selections and interfacing, and participant education services. In addition, the Corporate Retirement Plan Division provides investment management for defined benefit plans, deferred compensation plans, and health insurance trusts. The Institutional Investment Division provides investment management and consulting services to pension plans, endowments, foundations, and private family offices. MCF is a Securities and Exchange Commission registered investment advisor.
Job Summary
The Sr. Client Associate role will deliver an exceptional service experience to MCF’s clients and will be an integral part of the MCF Wealth Management team. The Sr. Client Associate will handle a large number of client-facing interactions and tasks, including, but not limited to, facilitating the onboarding process for new relationships, responding to client requests, and creating and maintaining well-organized client records. The Sr. Client Associate will work with team leadership on various division-wide initiatives and projects as well as be a resource for any new and current Client Associates.
The Sr. Client Associate will play an active role in day-to-day contact and service requests from clients, working closely with Financial Advisors and Financial Planners, where applicable, to execute client requests timely and effectively.
Primary Duties and Responsibilities
The Sr. Client Associate can expect to focus their work in the following areas:
- Work directly with MCF’s custodial partners and their respective servicing teams and become knowledgeable and proficient on their processes and forms for new account opening, account maintenance requests, money movements, transfers of accounts, among many other client servicing needs.
- Support Financial Advisors and the client service team with client communication on a regular basis
- Communicate regularly with clients and internal team members
- Using the MCF Way, supporting the client service team in providing high-quality service
- Maintain and update client information internally in MCF’s CRM system
- Identify opportunities to improve workflows and elevate client service and ability to proactively bring solutions
- Communicate with client outside advisors as needed (accountants, attorneys, etc.)
- Support the development of team members by providing training, mentorship, and guidance on best practices, firm procedures, and client service standards.
- Participate in regularly scheduled service meetings to maintain a working knowledge of issues impacting our business
Qualifications
This position requires the following qualifications and skills:
- Bachelor’s degree or equivalent work experience in financial services or wealth management.
- Familiarity with custodians such as Charles Schwab and Fidelity
- Consistent demonstrative ability in problem solving and critical thinking analysis
- Experience with CRM and portfolio management software
- An engaging and friendly personality
- Excellent verbal and written communication skills
- Strong organizational skills
- Proficient in Microsoft Office & other software applications
- Ability to handle multiple tasks simultaneously and prioritize accordingly with minimal supervision
- Self-motivated, ability to work collaboratively with the entire MCF team
- Personal characteristics: Client-first attitude, team player, ability to think critically and analytically, engaged in learning and expanding personal knowledge