Associate Client Advisor for UHNW Wealth

LE0219 SCS Capital Management LLC; Boston (MA); Presencial; USD 60.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental coverage

Vision insurance

401(k) plan

Life insurance

Bonus potential

Descripción de la vacante

SCS Financial in Boston, MA is seeking an Associate, Client Advisor to support UHNW clients by implementing and managing strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations.

You will work with senior staff to deliver a seamless client experience, foster strong communication, and ensure accuracy and discretion. A Bachelor’s degree is required and CFA/ CFP pursuit is encouraged; 1+ years of experience; strong MS Office

Formación

• Bachelor's degree in Finance, Economics or related discipline.
• Interest in CFA/ CFP or similar certifications preferred.
• 1+ years of relevant professional experience.
• Strong proficiency with MS Word, Excel and PowerPoint.
• Analytical mindset with strong attention to detail; organized and proactive.
• Excellent written and verbal communication; able to work independently.

Responsabilidades

• Support implementation and maintenance of investment plans for UHNW clients.
• Coordinate account openings, transfers, and portfolio administration.
• Prepare customized client meeting materials and reports.
• Monitor portfolios against allocations and guidelines.
• Assist with trading support and client inquiries.
• Collaborate with tax and estate planning professionals.
• Maintain confidentiality and comply with firm policies.

Conocimientos

Client service

Communication

Attention to detail

Self-motivated

Educación

Bachelor's degree in Finance/Economics

Herramientas

MS Word

Microsoft Excel

PowerPoint

Addepar

RedBlack

Descripción del empleo

SCS Financial in Boston, MA is seeking an Associate, Client Advisor to support UHNW clients by implementing and managing strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations.

You will work with senior staff to deliver a seamless client experience, foster strong communication, and ensure accuracy and discretion. A Bachelor’s degree is required and CFA/ CFP pursuit is encouraged; 1+ years of experience; strong MS Office