SCS Financial · 1 month ago
Associate, Client Operations
Portsmouth, NH
Full-time
Hybrid
Entry Level
$60K/yr - $70K/yr
1+ years expSCS Financial is a leading fiduciary wealth and investment management firm focused on ultra-high-net-worth individuals and institutions. They are seeking a highly motivated Associate in Client Operations to support client portfolio recordkeeping, data management, and reporting while ensuring high-quality maintenance of alternative investment data.
Financial Services
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
Qualification
Required
1 - 3 years in performance, data, or fund operations, and/or fund accounting within the financial services industry
Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills
Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships
Strong organization and communication skills, both written and oral
Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment
Bachelor's degree and a demonstrated track record of academic success
Preferred
Prior experience with alternative investments is preferred
Working knowledge of Addepar and Canoe is a plus
Benefits
Meaningful annual cash opportunity
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