SCS Financial · 2 weeks ago
Sr. Associate, Client Advisor
Greater Boston
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $115K/yr
4+ years expSCS Financial is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. They are seeking a highly motivated Senior Associate, Client Advisor to support client relationship management, investment implementation, and holistic wealth management efforts. The role involves financial analysis, presentation development, and coordination of investment and estate planning strategies.
Financial Services
Hiring Manager
Sterling Freeman
Responsibilities
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 (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client’s goals
Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews and tax analysis
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, while ensuring accuracy and adherence to compliance procedures
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
Qualification
Required
Bachelor's degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred
CFP® or Masters in Financial Planning strongly preferred
4–5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients
Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families
Prior experience working with custodians such as Fidelity, Schwab, or Pershing
Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling)
Excellent organizational and communication skills; ability to present complex information clearly and professionally
Detail-oriented and solutions-driven, with a high standard of client service and discretion
Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision
Benefits
Annual cash bonus
Comprehensive benefits package
Company
SCS Financial
SCS Financial is an investment and wealth management firm based in Boston. It is a sub-organization of Focus Financial Partners.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2012-01-01Series Unknown
Leadership Team
Lane MacDonald
Chief Investment Officer and Chair of Investment Committee
Recent News
2025-12-10
Company data provided by crunchbase