UHNW Client Advisor

SCS; Boston (MA); On-site; USD 60,000 - 70,000; Full time

Job summary

SCS Financial is seeking an Associate, Client Advisor to support ultra-high-net-worth clients with strategic and investment plans from Boston, MA. You will help coordinate account openings, portfolio administration, and prepare client presentations while collaborating with tax and estate planning professionals.

Strong communication, discretion, and attention to detail are essential. The role emphasizes proactive client service and collaboration with senior team members to deliver a seamless,

Qualifications

• Bachelor’s degree in Finance, Economics or related discipline.
• Interest in pursuing CFA, CFP, or advanced degree preferred.
• 1+ years of relevant professional experience.
• Strong proficiency in MS Word, Excel, and PowerPoint (Addepar/RedBlack would be additive).
• Excellent organizational, prioritization, and time management skills.
• Analytical with strong attention to detail; problem solving.
• High energy and self-motivated in an entrepreneurial environment.
• Strong written and oral communication skills.

Responsibilities

• Support the implementation and maintenance of clients’ investment and strategic financial plans.
• Coordinate account openings, transfers, and ongoing portfolio administration.
• Prepare customized client meeting materials, presentations, and reports.
• Monitor portfolios to ensure alignment with target asset allocations and investment guidelines.
• Confirm and track trading activity and other investment-related transactions.
• Serve as a point of contact for client inquiries, ensuring timely and accurate responses.
• Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs.
• Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency.
• Maintain a high level of accuracy, organization, and discretion in handling confidential client information.
• Ensure all client-related activities are compliant with firm policies and regulatory standards.

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Addepar

RedBlack

Job description

SCS Financial is seeking an Associate, Client Advisor to support ultra-high-net-worth clients with strategic and investment plans from Boston, MA. You will help coordinate account openings, portfolio administration, and prepare client presentations while collaborating with tax and estate planning professionals.

Strong communication, discretion, and attention to detail are essential. The role emphasizes proactive client service and collaboration with senior team members to deliver a seamless,