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
Company H1B Sponsorship