Associate, Client Service Solutions

Focus Financial Partners•Boston, MA

18h•Onsite

About The Position

SCS Financial is looking for an Associate to join the Client Service Solutions team. This is an excellent opportunity for candidates who would like to contribute to one of the firm’s core business management teams. The Client Service Solutions team is responsible for many of the integral operating functions that support the client service team. As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions. The Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail‐focused, energetic, and team‐oriented. The right candidate is a self‐starter with a strong work ethic who has excellent communication skills and the ability to think critically.

Requirements

Bachelor’s degree
Strong attention to detail
Ability to multi‐task
Strong communication skills, both written and oral
Proactive and solutions oriented; consistently willing to take initiative to solve problems
Proficient in Microsoft Excel
Experience with financial services technology – investment accounting platforms, client relationship management (CRM) tools and client reporting software
Experience managing processes and reviewing colleagues’ work in prior roles

Nice To Haves

1+ years of experience in an operations role within the financial services industry preferred. Prior experience in wealth management, RIA, or family office or comparable. Internship experience will also be considered.

Responsibilities

Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.
Interface directly with external custodian banks in the account opening and asset transfer process.
Lead account opening and new client onboarding project plans, including communicating with a wide variety of stakeholders.
Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database
Support alternative investment processing procedures on behalf of clients.
Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
Assist in all ad hoc information or report requests from advisors.
Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm.