Client Service & Onboarding Associate

LE0219 SCS Capital Management LLC; Portsmouth (NH); 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. The role supports client relationships, data maintenance, cashiering, and money movements, interfacing with custodian banks and various internal teams.

The right candidate is well organized, detail-focused, energetic, and team-oriented, with strong communication skills and initiative to solve problems. Base pay and benefits reflect location and experience.

Qualifications

• Bachelor’s degree required or equivalent.
• 1+ years in an operations role within financial services preferred.
• Prior experience in wealth management, RIA, or family office or comparable.
• Internship experience will also be considered.
• Strong attention to detail and ability to multi-task.
• Proactive and solutions oriented; takes initiative to solve problems.
• Proficient in Microsoft Excel and financial services technology.

Responsibilities

• Daily Cashiering: process and reconcile money movements per internal policies.
• Interface with external custodian banks for account opening and asset transfers.
• Lead onboarding and project plans communicating with stakeholders.
• Maintain client information in the Firm’s database.
• Support alternative investment processing for clients.
• Collaborate with middle office teams to keep client portfolio data accurate.
• Assist with ad hoc information or report requests from advisors.
• Contribute to firmwide projects to improve client experience and data movement.

Skills

Attention to detail

Multi-tasking

Communication skills

Initiative

Excel

CRM tools

Investment accounting platforms

Client reporting software

Process governance

Education

Bachelor’s degree

Tools

Excel

CRM tools

Investment accounting platforms

Client reporting software

Job description

SCS Financial is seeking an Associate to join the Client Service Solutions team. The role supports client relationships, data maintenance, cashiering, and money movements, interfacing with custodian banks and various internal teams.

The right candidate is well organized, detail-focused, energetic, and team-oriented, with strong communication skills and initiative to solve problems. Base pay and benefits reflect location and experience.