Client Service & Operations Associate

Scsfinancial; Boston (MA); On-site; USD 60,000 - 70,000; Full time

Job summary

SCS Financial is seeking an Associate to join the Client Service Solutions team in Boston, MA (or Portsmouth, NH). You will support client relationships, manage client data, cashiering and money movements, and facilitate firmwide support functions.

The role requires a bachelor’s degree and 1+ years in an operations role within financial services. Strong detail, multi-tasking, and communication skills are essential, with Excel and CRM/reporting tools experience preferred.

Qualifications

• Bachelor’s degree required; 1+ years in financial services operations preferred.
• Experience in wealth management, RIA, family office or equivalent preferred.
• High attention to detail and ability to multi-task.
• Proficient with Excel and financial services tech (CRM, reporting tools).

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

Communication skills

Proactive

Problem solving

Education

Bachelor's degree

Tools

Microsoft Excel

CRM tools

Investment accounting platforms

Client reporting software

Job description

SCS Financial is seeking an Associate to join the Client Service Solutions team in Boston, MA (or Portsmouth, NH). You will support client relationships, manage client data, cashiering and money movements, and facilitate firmwide support functions.

The role requires a bachelor’s degree and 1+ years in an operations role within financial services. Strong detail, multi-tasking, and communication skills are essential, with Excel and CRM/reporting tools experience preferred.