Sr. Associate, Client & Advisor Services

Focus Financial Partners; Fort Worth, Arlington, Dallas (TX, TX, TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates possess strong communication skills, attention to detail, and relevant financial services experience. Join a team dedicated to providing high-quality service to ultra-high-net-worth clients.

Qualifications

• 3-5 years of experience in a comparable role within the financial services industry.
• Prior experience specifically in wealth management, RIA, or family office is preferred.
• Strong proactive and solution-oriented mindset.

Responsibilities

• Provide support in establishing new accounts and account maintenance.
• Participate in new client relationship onboarding efforts.
• Maintain existing client information in the Firm’s database.

Skills

Attention to detail

Communication skills

Problem solving

Multi-tasking

Teamwork

Education

Bachelor’s degree (B.A.)

Tools

Microsoft Office Products

CRM Tools (Salesforce)

Data analytics tools (Morningstar)

Performance reporting systems (Addepar, Black Diamond)

Job description

Overview

Sr. Associate, Client & Advisor Services role at Focus Financial Partners

Location: Dallas, TX

Position Summary

SCS Financial is looking for a Senior Associate to join the Client Advisor Services team. This is an excellent opportunity for candidates who would like to contribute to one of the firm’s core business management teams. The Client Advisor Services team is responsible for many of the integral operating functions that support the Private Client Group. As a member of this group, the Senior Associate will participate in the onboarding of new client relationships, organization and maintenance of client information, research projects, presentation development and facilitation of various firmwide support functions. The Senior Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail‑focused, energetic, and team‑oriented. The right candidate is a self‑starter with a strong work ethic who has excellent communication skills and the ability to think critically.

This role is located in Dallas, TX.

Responsibilities

• Provide support in establishing new accounts and account maintenance.
• Participate in new client relationship onboarding efforts, interface directly with external custodians in the account opening and asset transfer process
• Facilitate client directed money movement with custodian banks. Maintain internal records supporting all asset movements in client accounts. Oversight and approval of money movements initiated by junior Associates.
• Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database.
• Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
• Support investment processing procedures, especially subscription-based investments.
• Assist in or oversee the completion of 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.
• Proposal Generation for prospective and existing clients
• Prepare and assemble presentations for prospects and clients.

Qualifications

• Minimum of a Bachelor’s degree (B.A.) from four-year College or University
• 3-5 years of experience in a comparable role within the financial services industry.
• Prior experience specifically in wealth management, RIA, or family office is preferred.
• Prior experience working with custodians (Pershing, Schwab, Fidelity) is preferred.
• Strong attention to detail and Ability to multi‑task
• Strong communication skills, both written and oral
• Proactive and solution-oriented; consistently willing to take initiative to solve problems
• Proficient to Advanced knowledge of Microsoft Office Products
• Experience with data analytics tools such as Morningstar
• Experience with Addepar, Black Diamond or other performance reporting systems
• Experience with CRM Tools (Salesforce)

About SCS Financial, Focus Partners Family Office and OCIO: a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in multiple cities.