Firm Description
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
Role
SCS Financial is looking for a Senior 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 Private Client Group. As a member of this group, the Senior Associate will participate in the onboarding of new client relationships, organization and maintenance of client information, research projects, presentation development and facilitation of various firmwide support functions. The Senior 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.
Responsibilities
• Provide support in establishing new accounts and account maintenance.
• Participate in new client relationship onboarding efforts, interface directly with external custodians in the account opening and asset transfer process
• Facilitate client directed money movement with custodian banks. Maintain internal records supporting all asset movements in client accounts. Oversight and approval of money movements initiated by junior Associates.
• Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database.
• Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
• Support investment processing procedures, especially subscription-based investments.
• Assist in or oversee the completion of 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.
• Proposal Generation for prospective and existing clients
• Prepare and assemble presentations for prospects and clients.
Qualifications
• Minimum of a Bachelor's degree (B.A.) from four-year College or University
• 3-5 years of experience in a comparable role within the financial services industry.
• Prior experience specifically in wealth management, RIA, or family office is preferred.
• Prior experience working with custodians (Pershing, Schwab, Fidelity) is preferred.
• Strong attention to detail and Ability to multi‐task
• Strong communication skills, both written and oral
• Proactive and solutions oriented; consistently willing to take initiative to solve problems
• Proficient to Advanced knowledge of Microsoft Office Products
• Experience with data analytics tools such as Morningstar
• Experience with Addepar, Black Diamond or other performance reporting systems
• Experience with CRM Tools (Salesforce)
This is an Exempt position
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package.
Top Skills
What We Do
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results.
SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients.
The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform.
We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
