Associate, Client Service Solutions

Focus Financial Partners•Boston, MA

4d•$55,000 - $65,000

About The Position

SCS Financial is seeking an Associate to join its Client Service Solutions team, which supports integral operating functions for the client service team. The Associate will help support client relationships, organize and maintain client information, process cashiering and money movements, and facilitate firmwide support functions. The role regularly interfaces with teams across the firm and calls for an organized, detail-focused, energetic, team-oriented self-starter with a strong work ethic, excellent communication skills, and critical-thinking ability. The Associate will process and reconcile client money movements, work with external custodian banks on account openings and asset transfers, and lead new-client onboarding plans. The role also maintains client data and documentation, supports alternative investment processing, coordinates with middle-office teams to keep portfolio information current and accurate, responds to advisor information and report requests, and contributes to firmwide improvements to client experience, workflows, and data movement. This is an exempt position. The stated annualized base salary range is $55,000–$65,000. Actual pay may vary based on factors including experience, subject matter expertise, geographic location, and skills. Base salary is one component of total compensation; other rewards may include an annual cash bonus and a benefits package that includes medical, dental, vision, life insurance, and a 401(k). The job title may change based on the selected candidate’s experience and education.

Requirements

Bachelor’s degree.
Strong attention to detail.
Ability to multitask.
Strong written and oral communication skills.
Proactive and solutions-oriented approach, with initiative in solving problems.
Proficiency in Microsoft Excel.
Experience with financial-services technology, such as 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

At least one year of experience in an operations role within the financial services industry is preferred.
Prior 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 while adhering strictly to internal policies and procedures.
Interface directly with external custodian banks during account opening and asset transfer processes.
Lead account-opening and new-client onboarding project plans, communicating with a wide range of stakeholders.
Maintain existing client information and ensure required data and documentation are accurately captured and preserved in the firm’s database.
Support alternative investment processing procedures on behalf of clients.
Work with other middle-office teams to ensure client portfolio information is accurate and updated regularly and on time.
Assist advisors with ad hoc information and report requests.
Participate in firmwide projects that improve the client experience, internal workflows, or data movement around the firm.