Client Services & Operations Associate

Focus Financial Partners; Boston (MA); 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 in Boston. This role supports client relationships, maintains client data in the Firm’s database, and processes cashiering and money movements with accuracy and compliance.

Ideal candidates are organized, detail‑oriented, energetic, and team‑oriented. A 1+ year operations background in financial services is preferred; strong Excel skills and familiarity with investment platforms are advantageous.

Qualifications

• Bachelor’s degree required.
• 1+ years in an operations role within financial services preferred (wealth management, RIA, or family office).
• Strong attention to detail and ability to multitask.
• Excellent written and oral communication.

Responsibilities

• Process and reconcile money movements with strict adherence to policies.
• Interface with external custodian banks for account openings and asset transfers.
• Lead onboarding and project plans with stakeholders.
• Maintain client information in the Firm’s database.
• Support alternative investment processing for clients.
• Coordinate with middle office teams to keep client portfolios accurate.
• Assist with ad hoc information or report requests.
• Support firmwide projects to improve client experience and data movement.

Skills

Attention to detail

Multi-tasking

Communication

Proactive problem solving

Excel proficiency

Financial services tech

Process management

Education

Bachelor’s degree

Tools

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. This role supports client relationships, maintains client data in the Firm’s database, and processes cashiering and money movements with accuracy and compliance.

Ideal candidates are organized, detail‑oriented, energetic, and team‑oriented. A 1+ year operations background in financial services is preferred; strong Excel skills and familiarity with investment platforms are advantageous.