Search the 4 jobs at SCS Financial

The Client Advisor will assist in implementing and maintaining clients' investment and strategic plans. Responsibilities include overseeing account administration, preparing meeting presentations, confirming trading activities, monitoring portfolios, managing client inquiries, and working on ad-hoc projects as part of a client relationship team.

The Associate will support client relationships, manage client information, orchestrate cashiering and money movements, and enhance internal processes. This role involves collaboration with various teams to ensure accurate and timely client portfolio information and assist with ad hoc requests from advisors.

This role involves supporting the finance team with client billing, payroll maintenance, timely vendor payments, and financial reporting. Responsibilities include recording operating activities, maintaining financial forecast models, developing management reports, analyzing financial data, and assisting with budgeting and special analytical projects.

The Director of Private Client Group at SCS Financial will engage with ultra-high net worth clients to understand their financial needs and goals, develop investment strategies, and lead client presentations. The role involves mentoring junior advisors and maintaining strong client relationships, ensuring exceptional service and strategic financial guidance.