HCM WEALTH ADVISORS & CPAs Client Service Associate — Job Posting HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio.
At HCM Wealth Advisors, we are on a mission to empower our clients to make intelligent financial decisions, so they will enjoy secure retirements.
Job Summary To continue providing excellent client service, HCM Wealth Advisors is adding a Client Service Associate team member.
We are looking for a financial services professional to serve as the liaison between the Client and the Financial Advisor, while also supporting the firm's tax return management process during tax season.
We are a digital-forward firm, and this role plays a key part in keeping client paperwork, digital forms, and tax documents moving through an efficient, largely paperless workflow.
This is an in-person, in-office job opportunity, with the ability to work one day a week remotely after training.
Client Services Associate • Cincinnati, OH, US
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