SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families.
Requirements
- Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients.
- Collaborate with internal and external specialists to identify, coordinate and implement client strategies.
- Conduct financial analyses and prepare customized reporting packages.
- Assist with the development of client presentation materials and participate in client meetings when appropriate.
- Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations.
- Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements.
- Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems.
- Support the preparation of proposals and investment materials for prospects and existing clients.
- Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency.
Benefits
- Annual cash bonus
- Comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k)
