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Focus Financial Partners · 1 month ago

Associate, Client Operations

Portsmouth, NH

Full-time

Hybrid

Entry Level

$60K/yr - $70K/yr

1+ years exp

Focus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a highly motivated Associate, Client Operations to support client portfolio recordkeeping, data management, and reporting, particularly in alternative investments, while collaborating with various teams to enhance workflows and systems.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Exude SCS’s core values and focus on healthy organization best practices

Be an advocate and subject matter expert for the team’s primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus

Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients

Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments

Support the maintenance of SCS’ alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows

Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, cashflow review, valuation, performance, and reporting

Participate in strategic initiatives designed to improve the overall client experience

Complete additional ad hoc assignments in a timely, accurate and well-communicated manner

Adherent to compliance rules and standard operating procedures