Senior Client Services Associate

At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met. Our work environment includes: · Modern office setting · Growth opportunities · Lively atmosphere · Dynamic Team environment POSITION SUMMARY TheSeniorClient Associatewill play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal and external stakeholders to provide seamless operations and exceptional service for the Clients. This role is instrumental in maintaining strong client relationships and in the overall success of the Advisor Team. Employment Requirements Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa currently. Equal Opportunity is Real Here SCS embraces diversity and equal opportunity as essential to the core of who we are. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. ESSENTIAL FUNCTIONS · Provide expert-level support to assigned senior advisory team, including client data gathering, paperwork preparation, and administrative tasks. · Maintain and update CRM records, ensuring accurate and detailed notes on tasks, client interactions, and activities. · Schedule and prepare for client meetings, organizing agendas and required materials. · Draft and process correspondence to and from clients, ensuring professional and clear communication. · Oversee and manage workflows for paperwork and documentation, ensuring accuracy and timely completion. · Execute client onboarding processes, ensuring smooth transitions and exceptional client experiences. · Communicate with clients and internal staff to resolve account-related issues. · Manage and maintain secure online access points for clients, ensuring efficient functionality. · Coordinate with clients to gather missing information and ensure timely completion of required documentation. · Support the firm’s compliance requirements and assist with maintaining adherence to relevant regulations. · Assist in the development, implementation, and refinement of client-related processes and procedures to improve operational efficiency. · Provide leadership in resolving complex client issues, escalating when necessary, and managing customer service case files. KNOWLEDGE, SKILLS, AND ABILITIES: • Excellent written and verbal communication skills. • Strong presentation skills. • Strong analytical and research skills • Ability to design and implement practical training. • Outstanding customer service, multi-tasking, and problem-solving skills. • Proficiency in Microsoft Office applications and proven ability to quickly learn other software applications as needed. • Interpersonal skills, notable attention to detail, outstanding time management, and organizational skills. EDUCATION AND EXPERIENCE: • Bachelor’s Degree in a related area preferred. • At least seven years of administrative experience in financial services. • Series 65preferredbut not required (must have willingness to obtain) WORK ENVIRONMENT/PHYSICAL DEMANDS • Work in office Monday – Friday from 8:00am-4:30pm • Prolonged periods sitting at a desk and working on a computer. Job Type: Full-time Pay: $70,000.00 - $89,000.00 per year Benefits: • 401(k) • 401(k) matching • Employer paid premium for health/dental/vision benefits • Life insurance • Paid time off • 12 Paid Holidays • Paid Parking • Gym membership Discount Schedule: • Monday to Friday Work Location: In person Why Join Us? • The expected base salary for this position is $70,000.00 - $89,000.00 depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual performance • Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave. and paid parking with discounted gym membership available • Generous paid time off - 16 days of vacation, plus 12 paid holidays • Meal perks, company events, team celebrations, and more • A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow while contributing in a collective, collaborative environment Our Core Values • Commitment: You bring passion, integrity, and energy to everything you do • Collaboration: Working together makes us stronger, smarter, and more innovative • Continuous Improvement: We’re all about growth - both for our clients and ourselves DISCLAIMER The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate Job Type: Full-time Pay: $70,000.00 - $89,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Employee assistance program • Health insurance • Life insurance • Paid time off • Parental leave • Professional development assistance • Referral program • Vision insurance Experience: • Client Services in Financial Firm: 7 years (Required) Work Location: In person