UHNW Client Advisor – Strategic Wealth Associate

LE0219 SCS Capital Management LLC; Atlanta (GA); On-site; USD 60,000 - 70,000; Full time

Job summary

SCS Financial seeks an Associate, Client Advisor to support UHNW clients by implementing and managing strategic investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations while assisting senior team members in delivering a seamless, discreet client experience.

The role emphasizes organization, proactiveness, and strong communication skills to support trading, portfolio monitoring, and cross‑functional collaboration with tax and estate

Qualifications

• Bachelor’s degree in Finance or Economics.
• 1+ years of professional experience.
• Strong MS Word, Excel, and PowerPoint.
• Interest in CFA/ CFP preferred.
• Excellent communication and attention to detail.

Responsibilities

• Support the implementation and maintenance of clients’ investment and strategic financial plans.
• Coordinate account openings, transfers, and 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 related transactions.
• Serve as a point of contact for client inquiries and provide timely responses.
• Collaborate with tax advisors, estate planners and other professionals.
• Contribute to ad-hoc projects to improve client service and efficiency.
• Maintain confidentiality and adhere to regulatory standards.

Skills

Client communication

Portfolio monitoring

Time management

Analytical thinking

Education

Bachelor’s degree in Finance or Economics

Tools

Addepar

RedBlack

Excel

PowerPoint

Job description

SCS Financial seeks an Associate, Client Advisor to support UHNW clients by implementing and managing strategic investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations while assisting senior team members in delivering a seamless, discreet client experience.

The role emphasizes organization, proactiveness, and strong communication skills to support trading, portfolio monitoring, and cross‑functional collaboration with tax and estate