Client Advisor

SCS; Boston (MA); Sur place; USD 60 000 - 70 000; Plein temps

Résumé du poste

SCS Financial is seeking an Associate, Client Advisor to support ultra-high-net-worth clients with strategic and investment plans from Boston, MA. You will help coordinate account openings, portfolio administration, and prepare client presentations while collaborating with tax and estate planning professionals.

Strong communication, discretion, and attention to detail are essential. The role emphasizes proactive client service and collaboration with senior team members to deliver a seamless,

Qualifications

• Bachelor’s degree in Finance, Economics or related discipline.
• Interest in pursuing CFA, CFP, or advanced degree preferred.
• 1+ years of relevant professional experience.
• Strong proficiency in MS Word, Excel, and PowerPoint (Addepar/RedBlack would be additive).
• Excellent organizational, prioritization, and time management skills.
• Analytical with strong attention to detail; problem solving.
• High energy and self-motivated in an entrepreneurial environment.
• Strong written and oral communication skills.

Responsabilités

• 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.

Outils

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Addepar

RedBlack

Description du poste

Job Description Summary

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our 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. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You’ll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism.

This role is located in Boston, MA.

Primary 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

Qualifications

• Minimum of a Bachelor’s degree in Finance, Economics or other related discipline


• Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred


• 1+ 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

This position is an exempt position. The annualized base pay range for this role is expected to be between $60,000–$70,000 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.

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.

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 or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

The following language is for US based roles only

For California Applicants:

Information on your California privacy rights can be found here.

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 therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.