Sr. Associate, Client & Advisor Services

Position Summary

SCS Financial is looking for a Senior Associate to join the Client Advisor Services team.  This is an excellent opportunity for candidates who would like to contribute to one of the firm’s core business management teams. The Client Advisor Services team is responsible for many of the integral operating functions that support the Private Client Group. As a member of this group, the Senior Associate will participate in the onboarding of new client relationships, organization and maintenance of client information, research projects, presentation development and facilitation of various firmwide support functions. The Senior Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail‐focused, energetic, and team‐oriented. The right candidate is a self‐starter with a strong work ethic who has excellent communication skills and the ability to think critically. 

This role is located in Dallas, TX.

 

Responsibilities

• Provide support in establishing new accounts and account maintenance.
• Participate in new client relationship onboarding efforts, interface directly with external custodians in the account opening and asset transfer process
• Facilitate client directed money movement with custodian banks. Maintain internal records supporting all asset movements in client accounts.  Oversight and approval of money movements initiated by junior Associates.
• Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database.
• Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.
• Support investment processing procedures, especially subscription-based investments.
• Assist in or oversee the completion of 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.
• Proposal Generation for prospective and existing clients
• Prepare and assemble presentations for prospects and clients.

Qualifications

• Minimum of a Bachelor's degree (B.A.) from four-year College or University
• 3-5 years of experience in a comparable role within the financial services industry.
• Prior experience specifically in wealth management, RIA, or family office is preferred.
• Prior experience working with custodians (Pershing, Schwab, Fidelity) is preferred.
• Strong attention to detail and Ability to multi‐task
• Strong communication skills, both written and oral
• Proactive and solution-oriented; consistently willing to take initiative to solve problems
• Proficient to Advanced knowledge of Microsoft Office Products 
• Experience with data analytics tools such as Morningstar
• Experience with Addepar, Black Diamond or other performance reporting systems
• Experience with CRM Tools (Salesforce)

 

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

The annualized base pay range for this role is expected to be between $80,000-100,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

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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 39-2-901.

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 state’s 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.