Client Advisor

Job Description Summary:

SCS Financial is seeking a highly motivated Associate Client Advisor to join our growing 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. Youll 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 Boston MA.

Job Description:

Primary 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

Qualifications

• Minimum of a Bachelors degree in Finance Economics or other related discipline
• Interest in pursuing an advanced degree and or professional certification (CFA CFP etc.) preferred
• 1 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

This position is an exempt position. The annualized base pay range for this role is expected to be between $60000$70000 base 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 Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the worlds most ambitious wealth creatorsultrahighnetworth 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. SCS is supported by a modern scalable technology infrastructure that enhances its ability to deliver a seamless proactive whiteglove client experience.

SCS is part of Focus a leading financial services firm comprised of wealth management family office and business management services. Learn more at or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: 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

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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.

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.