Senior Associate, Client Advisor

Focus Financial Partners•Los Angeles, CA

21d•$70,000 - $90,000•Hybrid

About The Position

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You’ll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism. This role is located in Los Angeles, CA. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Requirements

Minimum of a Bachelor’s degree in Finance, Economics or other related discipline
0-3 years of relevant professional experience
Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)
Excellent organizational, prioritization, and time management skills
Analytical with a strong attention to detail; problem solve effectively
High energy and highly self-motivated 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 (CFA, CFP, etc.) preferred
experience with applications such as Addepar or RedBlack would be additive

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 a high level of accuracy, organization, and discretion in handling confidential client information
Ensure all client-related activities are compliant with firm policies and regulatory standards