Associate, Client Advisor
SCS Financial is a leading fiduciary wealth and investment management firm focused on ultra-high-net-worth individuals and institutions. The Associate, Client Advisor will support the financial and investment needs of clients by implementing and managing strategic plans, coordinating account activities, and collaborating with various professionals to enhance client service.
Responsibilities
- Support the implementation and maintenance of clients’ investment and strategic financial plans
- Coordinate account openings, transfers, and ongoing portfolio administration
- Prepare customized client meeting materials, presentations, and reports
- Monitor portfolios to ensure alignment with target asset allocations and investment guidelines
- Confirm and track trading activity and other investment-related transactions
- Serve as a point of contact for client inquiries, ensuring timely and accurate responses
- Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs
- Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency
- Maintain a high level of accuracy, organization, and discretion in handling confidential client information
- Ensure all client-related activities are compliant with firm policies and regulatory standards
Skills
- Minimum of a Bachelor's degree in Finance, Economics or other related discipline
- 1-3 years of relevant professional experience
- Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)
- Excellent organizational, prioritization, and time management skills
- Analytical with a strong attention to detail; problem solve effectively
- High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
- Strong written and oral communication skills
- Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred
Benefits
- Meaningful annual cash opportunity
- Comprehensive benefits package
Company Overview
Company H1B Sponsorship