Hybrid Client Service Solutions Associate

Focus Partners Wealth; Atlanta (GA); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Annual bonus

Benefits package

Job summary

SCS Financial, a Focus Partners Family Office and OCIO, seeks an Associate to join the Client Service Solutions team in Atlanta. The role supports client relationships, cashiering, and data workflows, interfacing with custodian banks and multiple internal teams.

You will manage onboarding project plans, maintain client information, and assist in ad hoc requests, with emphasis on accuracy, excellent communication, and proactive problem solving.

Qualifications

• Bachelor’s degree required.
• 1+ years in an operations role within financial services preferred.
• Experience in wealth management, RIA, or family office desirable.
• Proficient with Excel; familiarity with CRM and reporting tools.

Responsibilities

• Daily Cashiering: process and reconcile money movements per policies.
• Interface with external custodian banks for account openings and asset transfers.
• Lead onboarding project plans and communicate with stakeholders.
• Maintain client information in Firm’s database with accuracy and timeliness.
• Support alternative investment processing for clients.
• Collaborate with middle office to ensure portfolio data accuracy.
• Assist in ad hoc information requests from advisors.
• Contribute to firmwide projects to improve client experience and workflows.

Skills

Attention to detail

Multi-tasking

Strong communication

Proactive

Education

Bachelor’s degree

Tools

Microsoft Excel

CRM tools

Client reporting software

Job description

SCS Financial, a Focus Partners Family Office and OCIO, seeks an Associate to join the Client Service Solutions team in Atlanta. The role supports client relationships, cashiering, and data workflows, interfacing with custodian banks and multiple internal teams.

You will manage onboarding project plans, maintain client information, and assist in ad hoc requests, with emphasis on accuracy, excellent communication, and proactive problem solving.