Client Service Solutions Associate — Onboarding & Cash Ops

LE0219 SCS Capital Management LLC; Needham (MA); On-site; USD 60,000 - 70,000; Full time

Job summary

SCS Financial, headquartered in Needham, MA, is seeking an Associate for the Client Service Solutions team to support client relationships, data maintenance, cashiering and money movements, and firmwide support functions.

You will interface with custodian banks, lead onboarding projects, maintain client information in the Firm’s database, and collaborate with middle office teams to ensure timely and accurate portfolio data.

Qualifications

• Bachelor’s degree required.
• 1+ years in an operations role within financial services preferred.
• Wealth management or family office experience a plus.
• Internship experience will be considered.
• Strong attention to detail and ability to multi‑task.
• Excellent written and oral communication; proactive problem‑solving.
• Proficient in Microsoft Excel and financial services tech.
• Experience with CRM, investment accounting platforms, and client reporting software.

Responsibilities

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

Skills

Detail oriented

Multitasking

Communication skills

Proactive problem solving

Excel proficiency

Education

Bachelor’s degree

Tools

CRM tools

Investment accounting platforms

Client reporting software

Job description

SCS Financial, headquartered in Needham, MA, is seeking an Associate for the Client Service Solutions team to support client relationships, data maintenance, cashiering and money movements, and firmwide support functions.

You will interface with custodian banks, lead onboarding projects, maintain client information in the Firm’s database, and collaborate with middle office teams to ensure timely and accurate portfolio data.