Client Advisor

Focus Financial Partners•Atlanta, GA

8d•$60,000 - $70,000

About The Position

SCS Financial is seeking an Associate, Client Advisor to support the financial and investment needs of ultra-high-net-worth clients. The role helps implement and manage strategic and investment plans, coordinating account openings and portfolio administration, preparing client materials, supporting trading and portfolio monitoring, responding to client requests, and collaborating with tax and estate planning professionals. The Client Advisor works closely with senior team members to provide a seamless, sophisticated client experience, handling confidential information with discretion and professionalism and ensuring client activities comply with firm policies and regulatory standards. SCS is a fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions. Its integrated family office and investment platform includes multi-asset-class portfolio management, private investments, wealth and estate planning, next-generation education, and purpose-driven advisory, supported by technology designed to enable a proactive, white-glove client experience. The position is exempt. The expected annualized base salary range is $60,000–$70,000. Actual pay may vary based on factors including experience, subject matter expertise, work location, and skill set. The 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 in Finance, Economics, or another related discipline.
At least 1 year of relevant professional experience.
Strong proficiency in Microsoft Word, Excel, and PowerPoint.
Excellent organizational, prioritization, and time-management skills.
Analytical ability, strong attention to detail, and effective problem-solving skills.
High energy and self-motivation, with the ability to thrive in an entrepreneurial environment.
Strong written and oral communication skills.

Nice To Haves

Interest in pursuing an advanced degree and/or professional certification such as CFA or CFP.
Experience with applications such as Addepar or RedBlack.

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 for 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 and ensure timely, 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 improve client service and operational efficiency.
Maintain accuracy, organization, and discretion when handling confidential client information.
Ensure client-related activities comply with firm policies and regulatory standards.