Senior Associate, Client Advisor

SCS Financial is seeking a highly motivated Associate, Client Advisor to join their growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans.

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
• 0-3 years of relevant professional experience
• Strong proficiency in Microsoft Word, Excel, and PowerPoint
• 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
• Experience with applications such as Addepar or RedBlack would be additive

Benefits

• Meaningful annual cash opportunity
• Comprehensive benefits package

Company Overview

Company H1B Sponsorship