Associate, Client Advisor

SCS Financial is seeking a highly motivated Associate, Client Advisor to join their growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Responsibilities include coordinating account openings, preparing client presentations, and collaborating with tax and estate planning professionals. 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 Minimum of a Bachelor's degree in Finance, Economics or other related discipline 0-3 years of relevant professional experience Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as 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 Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred Benefits Meaningful annual cash opportunity Comprehensive benefits package Company Overview SCS Financial is an investment and wealth management firm based in Boston. It is a sub-organization of Focus Financial Partners. It was founded in 2002, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is Company H1B Sponsorship SCS Financial has a track record of offering H1B sponsorships, with 1 in 2025, 2 in 2024, 2 in 2023. Please note that this does not guarantee sponsorship for this specific role.