Senior Associate, Client & Advisor Services

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. As a member of this group, the Senior Associate will have a leadership role in cashiering, reviewing junior team members’ work, the onboarding of new client relationships, and facilitation of various firmwide support functions and special projects. 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   

• Facilitate client directed money movement with custodian banks. Maintain internal records supporting all wire activity in client accounts  
• Provide senior level review and approval within the team on day to day to processing 
• 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     

Qualifications   

• Bachelor’s degree  
• 3-5 years of experience in an operations role within the financial services industry; Prior experience with cashiering, banking, 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