Client Advisor

Focus Financial Partners•Boston, MA

48d•$60,000 - $70,000

About The Position

SCS Financial is seeking a highly motivated Associate, Client Advisor to support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. The role supports account openings and portfolio administration, prepares client materials, assists with trading and portfolio monitoring, responds to client requests, and collaborates with tax and estate planning professionals. The Client Advisor works closely with senior team members to provide a seamless, sophisticated client experience. The position is located in Boston, Massachusetts, and is exempt. The expected annualized base salary range is $60,000–$70,000; actual pay may vary based on experience, expertise, work location, and skills. Base pay is one component of total compensation, which may also include an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k).

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 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 to ensure 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, ensuring timely and 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 enhance 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.