SCS Financial · 5 hours ago
Client Service Associate
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $90K/yr
5+ years expSCS Financial is a leading financial services firm that provides integrated wealth management solutions. They are seeking a Client Service Associate to manage client relationships and provide technical support to advisors and clients, ensuring a high standard of client service and communication.
Financial Services
Responsibilities
Manage all aspects of account administration, including new account onboarding, transfers, money movements, closures, and client-specific updates. Proactively monitor account activity, escalate issues, and ensure timely execution while maintaining clear communication with stakeholders
Prepare and process alternative investment paperwork, including funding requests and capital calls
Coordinate with multiple custodian teams to resolve account inquiries, facilitate tax document distributions, and ensure accurate processing of client requests
Serve as a trusted member of the Advisor’s team, building strong relationships with clients, advisors, custodians, intermediaries, and the broader Wealth Management team
Collaborate regularly with advisors to align priorities, provide timely updates on client service tasks, and escalate issues as needed
Own the client service experience by ensuring timely, accurate processing of client requests and proactively resolving potential issues
Provide clear, proactive communication to internal/external clients, offering regular updates on request status to ensure a seamless experience
Manage sophisticated client-related inquiries with professionalism and efficiency, maintaining a solutions-oriented approach under pressure
Think creatively to solve problems, helping advisors and clients navigate complex situations with clarity and efficiency
Conduct virtual walkthroughs when needed, guiding clients through forms, portals, and complex processes to enhance understanding
Maintain accurate client records, ensuring data integrity across CRM, electronic files, and all other internal/external systems
Enhance team efficiency by contributing to training initiatives and maintaining up to date resources, including the CSA OneNote and Training Guide on an ongoing basis
Proactively support peers in navigating complex situations and share best practices to enhance team effectiveness
Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience
Qualification
Required
Bachelor's Degree with 5+ years of client service experience in wealth management or 8+ years in financial services
A growth mindset with the ability to adapt, take initiative and anticipate needs to help the Wealth Management team solve problems and provide creative solutions
RIA brokerage operations experience, preferably with prior RIA end-client exposure
Highly detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines
Ability to prioritize multiple competing tasks and demands
Exceptional written and verbal communication skills with the ability to convey complex information clearly and professionally
Strong interpersonal skills to collaborate effectively with clients, advisors and internal teams
Analytical and problem-solving mindset, including strong mathematical aptitude
Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
Preferred
Expertise in custodial platforms (NetX360, Schwab Advisor Center & Fidelity Wealthscape) preferred
Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies
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