Associate, Client Service Solutions
About The Position
SCS Financial is seeking an Associate to join its Client Service Solutions team, a business management group that supports the firm’s client service team and client relationships. The Associate will help organize and maintain client information, process cashiering and money movements, support client onboarding and alternative investment processing, and facilitate firmwide support functions. The role regularly interfaces with teams across the firm and external custodian banks. Candidates should be organized, detail-focused, energetic, team-oriented, proactive, and strong communicators with critical-thinking skills.
Requirements
- Bachelor’s degree.
- Strong attention to detail.
- Ability to multitask.
- Strong written and oral communication skills.
- Proactive, solutions-oriented approach and willingness to take initiative to solve problems.
- Proficiency in Microsoft Excel.
- Experience with financial services technology, including investment accounting platforms, client relationship management tools, and client reporting software.
- Experience managing processes and reviewing colleagues’ work in prior roles.
Nice To Haves
- At least one year of experience in an operations role within the financial services industry; experience in wealth management, an RIA, a family office, or a comparable setting is preferred. Internship experience will also be considered.
Responsibilities
- Process and reconcile client money movements each day in accordance with internal policies and procedures.
- Work directly with external custodian banks on account openings and asset transfers.
- Lead account-opening and new-client onboarding project plans, communicating with a wide range of stakeholders.
- Maintain client information and ensure required data and documentation are accurately recorded and preserved in the firm’s database.
- Support alternative investment processing procedures for clients.
- Coordinate with other middle office teams to keep client portfolio information accurate and up to date.
- Assist advisors with ad hoc information and report requests.
- Participate in firmwide projects intended to improve the client experience, internal workflows, or data movement.
Benefits
- Comprehensive benefits package, including medical, dental, vision, and life insurance.
- 401(k).
- Annual cash bonus may be available.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
