Client Advisor, Private Client Group

Firm Description 

Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. We manage $28 billion in assets across public and private market investments globally. SCS’s business model is client-aligned, and our firm thrives on partnering with our clients to exceed expectations and deliver results. Our firm prides itself on our team-based approach, excellent investment performance, a powerful technology platform, and a culture of collaboration and camaraderie. SCS employs just over 130 employees and is headquartered in Boston, with offices in New York City, Providence, and Los Angeles.     

Role 

SCS is seeking a Client Advisor to join the Boston office – one of our growing locations at the firm. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the Client Advisor will work with the team to ensure that SCS clients continue to receive a world class experience.

Specifically, the Advisor will be responsible for assisting a senior team member to implement and maintain clients’ investment and strategic planning plans. This may include overseeing the account opening and administration of client portfolios, preparing client meeting presentations, confirming trading and other investment activity, monitoring portfolios against asset allocation targets, working on special projects, working with accountants and estate planners, and assisting with client inquiries and requests among other tasks.

We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines. 

 
Qualifications 

• Minimum of a Bachelor’s degree in Finance, Economics or other related discipline 
• Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred 
• 0-3 years of relevant professional or internship experience in an investment, wealth management, estate planning, or tax/accounting environment, with a preference for ultra-high net worth client service experience 
• Strong proficiency in Microsoft Word, Excel, PowerPoint and Outlook applications 
• 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