UHNW Client Advisor - Portfolio & Strategy Lead

Focus Partners Wealth; Boston, Northern (MA, KY); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

401(k) retirement plan

Dental coverage

Vision coverage

Job summary

SCS Financial is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by helping implement and manage strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client materials while collaborating with tax and estate planning professionals, delivering discreet, high-caliber service from our Boston office.

The role emphasizes proactive, organized, and detail-oriented work with strong communication skills in a fast-paced,

Qualifications

• Bachelor’s degree in Finance, Economics or related discipline
• Interest in pursuing an advanced degree and/or professional certification (CFA, CFP) preferred
• 1+ years of relevant professional experience
• Strong proficiency in Microsoft Word, Excel, and PowerPoint; experience with Addepar or RedBlack would be additive
• Excellent organizational, prioritization, and time management skills
• Analytical with a strong attention to detail; problem solve effectively
• High energy and highly self-motivated with the ability to thrive 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

Skills

Financial analysis

Client communication

Organizational skills

Detail-oriented

Team collaboration

Education

Bachelor's degree in Finance or Economics

Tools

Microsoft Word

Excel

PowerPoint

Addepar

RedBlack

Job description

SCS Financial is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by helping implement and manage strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client materials while collaborating with tax and estate planning professionals, delivering discreet, high-caliber service from our Boston office.

The role emphasizes proactive, organized, and detail-oriented work with strong communication skills in a fast-paced,