Associate, Client Service Solutions

Position Summary

SCS Financial is looking for an Associate to join the Client Service Solutions team. This is an excellent opportunity for candidates who would like to contribute to one of the firms core business management teams. The Client Service Solutions team is responsible for many of the integral operating functions that support the client service team. As a member of this group the Associate will participate in the support of client relationships organization and maintenance of client information cashiering and money movements and facilitation of various firmwide support functions. The Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized detailfocused energetic and teamoriented. The right candidate is a selfstarter with a strong work ethic who has excellent communication skills and the ability to think critically.

This role can be located in Boston MA; Portsmouth New Hampshire.

Primary Responsibilities

• Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.
• Interface directly with external custodian banks in the account opening and asset transfer process.
• Lead account opening and new client onboarding project plans including communicating with a wide variety of stakeholders.
• Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firms database
• Support alternative investment processing procedures on behalf of clients.
• Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
• Assist in all ad hoc information or report requests from advisors.
• Participate in the enhancement of firmwide projects designed to improve the overall client experience internal workflows or data movement around the Firm.

Qualifications

• Bachelors degree
• 1 years of experience in an operations role within the financial services industry preferred. Prior experience in wealth management RIA or family office or comparable. Internship experience will also be considered.
• Strong attention to detail
• Ability to multitask
• Strong communication skills both written and oral
• Proactive and solutions oriented; consistently willing to take initiative to solve problems
• Proficient in Microsoft Excel
• Experience with financial services technology investment accounting platforms client relationship management (CRM) tools and client reporting software
• Experience managing processes and reviewing colleagues work in prior roles

This position is anexemptposition. The annualized base pay range for this role is expected to be between$60000$70000base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

SCS is a fiduciary wealth and investment management firm serving some of the worlds most ambitious wealth creators ultrahighnetworth individuals families and institutions. SCS exists to transform wealth into possibility helping its clients protect and amplify their capital align it with their purpose and build multigenerational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multiasset class portfolio management access to private investments holistic wealth and estate planning nextgeneration education and purposedriven advisory. SCSs team is supported by a modern scalable technology infrastructure that enhances SCSs ability to deliver a seamless proactive whiteglove client experience.

SCS is part of Focus Financial Partners a leading financial services firm comprised of wealth management family office and business management services.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.