Associate, Client Service Solutions

Focus Financial Partners; Boston (MA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Annual bonus

Benefits package

Job summary

SCS Financial is seeking an Associate to join the Client Service Solutions team in Boston. This role supports client relationships, maintains client data in the Firm’s database, and processes cashiering and money movements with accuracy and compliance.

Ideal candidates are organized, detail‑oriented, energetic, and team‑oriented. A 1+ year operations background in financial services is preferred; strong Excel skills and familiarity with investment platforms are advantageous.

Qualifications

• Bachelor’s degree required.
• 1+ years in an operations role within financial services preferred (wealth management, RIA, or family office).
• Strong attention to detail and ability to multitask.
• Excellent written and oral communication.

Responsibilities

• Process and reconcile money movements with strict adherence to policies.
• Interface with external custodian banks for account openings and asset transfers.
• Lead onboarding and project plans with stakeholders.
• Maintain client information in the Firm’s database.
• Support alternative investment processing for clients.
• Coordinate with middle office teams to keep client portfolios accurate.
• Assist with ad hoc information or report requests.
• Support firmwide projects to improve client experience and data movement.

Skills

Attention to detail

Multi-tasking

Communication

Proactive problem solving

Excel proficiency

Financial services tech

Process management

Education

Bachelor’s degree

Tools

CRM tools

Investment accounting platforms

Client reporting software

Job description

Job Description Summary:

SCS Financial is looking for an Associate to join the Client Service Solutions 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 Service Solutions team is responsible for many of the integral operating functions that support the client service team. As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions. The 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.

Job Description:

Primary Responsibilities

• Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.
• Interface directly with external custodian banks in the account opening and asset transfer process.
• Lead account opening and new client onboarding project plans, including communicating with a wide variety of stakeholders.
• Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database
• Support alternative investment processing procedures on behalf of clients.
• 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
• 1+ years of experience in an operations role within the financial services industry preferred. Prior experience in wealth management, RIA, or family office or comparable. Internship experience will also be considered.
• 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

The annualized base pay range for this role is expected to be between $55,000 - $65,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

• Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators—ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white‑glove client experience.

SCS is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. Learn more at scsfinancial.com or follow the company on LinkedIn.

#LI-SA1

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client‑first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit [www.focusfinancialpartners.com](https://urldefense.com/v3/ https:/protect.checkpoint.com/v2/ https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&originalUrl=http3A2F2Fwww.focusfinancialpartners.com.mcas.ms3FMcasTsid*3D20892&McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e .YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO;JSUlJSU!!Nyu6ZXf5!qYT9Rd4wR0ZgEL1nDu9sWeQQkVzC5dMHJ82PVWn5aNWNJBhS5U-dzsU2n3ClTkROLDpR5SHRwiubMzuSAbVuoZyJw08VEw_v$)or follow the company on[LinkedIn](https://urldefense.com/v3/ https:/protect.checkpoint.com/v2/ https:/www.linkedin.com/company/focus-financial-partners _ .YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO;!!Nyu6ZXf5!qYT9Rd4wR0ZgEL1nDu9sWeQQkVzC5dMHJ82PVWn5aNWNJBhS5U-dzsU2n3ClTkROLDpR5SHRwiubMzuSAbVuoZyJw4s0PlgV$).

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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For California Applicants:

Information on your California privacy rights can be found [here](https://protect.checkpoint.com/v2/r01/ https:/focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249).

For Indiana Applicants:

It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants:

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants:

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants:

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is