Client Advisor

Focus Partners Wealth; Boston, Northern (MA, KY); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

401(k) retirement plan

Dental coverage

Vision coverage

Job summary

SCS Financial is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by helping implement and manage strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client materials while collaborating with tax and estate planning professionals, delivering discreet, high-caliber service from our Boston office.

The role emphasizes proactive, organized, and detail-oriented work with strong communication skills in a fast-paced,

Qualifications

• Bachelor’s degree in Finance, Economics or related discipline
• Interest in pursuing an advanced degree and/or professional certification (CFA, CFP) preferred
• 1+ years of relevant professional experience
• Strong proficiency in Microsoft Word, Excel, and PowerPoint; experience with 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

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

Financial analysis

Client communication

Organizational skills

Detail-oriented

Team collaboration

Education

Bachelor's degree in Finance or Economics

Tools

Microsoft Word

Excel

PowerPoint

Addepar

RedBlack

Job description

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

Compensation and Benefits

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.

Company Overview

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.

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]

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 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.

Company Culture

People matter here, not just as a catchphrase, but as a belief.

And we're building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people.

Your experience, your judgment, and your perspective, they matter here.

We're growing and growth brings opportunity for learning, for advancement, and for building something lasting.

Company Vision and Mission

Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International.

Collectively, these firms - spanning the U.S., Canada, and Australia - deliver a broad spectrum of financial advice solutions to individuals, families, and institutions.

Our vision is clear: to be the leading fiduciary advice company in the world.

For clients, that means an experience built around their needs.

For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions.

We believe talent is the key to realizing this vision. That's why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.