Client Advisor, Private Client Group
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About The Position
SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. Founded in 2002, SCS employs just over 140 employees and is headquartered in Boston, with offices in New York City, Providence, Los Angeles, and West Palm Beach. The firm manages approximately $30 billion in assets across public, alternative, and private market opportunities globally. SCS’ business model is client-aligned, aspiring to redefine wealth management by delivering holistic client and asset management services built on a foundation of trust and exceeding expectations across generations. The firm prides itself on a team-based approach, excellent investment performance, a powerful technology platform, and a culture of collaboration and camaraderie. SCS is seeking a Client Advisor to join the New York office. As part of a client relationship team dedicated to serving the financial and investment needs of clients, the Client Advisor will work with the team to ensure that SCS clients continue to receive a world-class experience. The Advisor will assist senior team members in implementing and maintaining clients’ investment and strategic plans, overseeing account opening and administration of client portfolios, preparing client meeting presentations, confirming trading and other investment activity, monitoring portfolios against asset allocation targets, and assisting with client inquiries and requests among other tasks.
