Client Service Operations Associate

LE0219 SCS Capital Management LLC; Atlanta (GA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision coverage

Life insurance

401(k) plan

Job summary

SCS Financial is seeking an Associate to join the Client Service Solutions team. You will support client relationships, maintain client data, and facilitate money movements and onboarding efforts.

The role interfaces with custodian banks and multiple internal teams to ensure accurate data and timely processing. Ideal candidates are detail-focused, organized, and capable of handling multiple tasks while communicating effectively with advisors and staff.

Qualifications

• Bachelor’s degree and 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, CRM tools and client reporting software.
• Experience managing processes and reviewing colleagues’ work in prior roles.

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.

Skills

Attention to detail

Multi-tasking

Written and oral communication

Proactive problem solving

Microsoft Excel

CRM tools

Investment accounting platforms

Data management

Education

Bachelor’s degree

Tools

Microsoft Excel

Investment accounting platforms

CRM tools

Client reporting software

Job description

SCS Financial is seeking an Associate to join the Client Service Solutions team. You will support client relationships, maintain client data, and facilitate money movements and onboarding efforts.

The role interfaces with custodian banks and multiple internal teams to ensure accurate data and timely processing. Ideal candidates are detail-focused, organized, and capable of handling multiple tasks while communicating effectively with advisors and staff.