Associate, Client Advisor Services

Firm Description

Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. We manage $30 billion in assets across public and private market investments globally. SCS’s business model is client-aligned, and our firm thrives on partnering with our clients to exceed expectations and deliver results. Our firm prides itself on our team-based approach, excellent investment performance, a powerful technology platform, and a culture of collaboration and camaraderie. SCS employs just over 110 employees and is headquartered in Boston, with offices in New York City, Providence, and Los Angeles.

Role

SCS Financial is looking for an Associate to join the Client Advisor Services team.  This is an excellent opportunity for candidates who would like to contribute to one of the firm’s core business management teams. The Client Advisor Services team is responsible for many of the integral operating functions that support the client service team. As a member of this group, the Associate will participate in the onboarding of new client relationships, organization and maintenance of client information, and facilitation of various firmwide support functions. The Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail‐focused, energetic, and team‐oriented. The right candidate is a self‐starter with a strong work ethic who has excellent communication skills and the ability to think critically.

• Lead the Firm’s new client relationship onboarding efforts, interface directly with external custodian banks in the account opening and asset transfer process
• Facilitate client directed money movement with custodian banks. Maintain internal records supporting all wire activity in client accounts
• Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database
• Support investment processing procedures
• Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis
• Assist in all ad hoc information or report requests from advisors
• Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm
• Provide senior level review and approval within the team on day to day activities

• Bachelor’s degree
• 1-3 years of experience in an operations role within the financial services industry; Prior experience in wealth management, RIA, or family office is preferred
• Strong attention to detail
• Ability to multi‐task
• Strong communication skills, both written and oral
• Proactive and solutions oriented; consistently willing to take initiative to solve problems
• Proficient in Microsoft Excel
• Experience with financial services technology – investment accounting platforms, client relationship management (CRM) tools and client reporting software
• Experience managing processes and reviewing colleagues’ work in prior roles