Client Services Operations Associate

Focus Partners Wealth; Needham (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 Needham, MA (or Portsmouth, NH). You will support client relationships, maintain client data, process money movements, and facilitate firmwide support functions.

The role requires organization, detail orientation, adaptability, and strong communication skills. Qualifications include a Bachelor’s degree and 1+ years in an operations role within financial services; experience in wealth management or family office is

Qualifications

• Bachelor’s degree
• 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, client relationship management (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 internal policies.
• Interface with external custodian banks in account opening and asset transfer.
• Lead account opening and onboarding project plans with stakeholders.
• Maintain existing client information and data in the Firm’s database.
• Support alternative investment processing procedures for clients.
• Collaborate with middle office teams to keep client portfolio data accurate.
• Assist in ad hoc information or report requests from advisors.
• Participate in firmwide projects to improve client experience and data movement.

Skills

Attention to detail

Multi-tasking

Communication skills

Proactive problem solving

Self-starter

Team player

Strong work ethic

Written and oral communication

initiative to solve problems

Excel proficiency

CRM tools

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 in Needham, MA (or Portsmouth, NH). You will support client relationships, maintain client data, process money movements, and facilitate firmwide support functions.

The role requires organization, detail orientation, adaptability, and strong communication skills. Qualifications include a Bachelor’s degree and 1+ years in an operations role within financial services; experience in wealth management or family office is