SCS Financial · 19 hours ago
Client Service Associate
Bellevue, WA
Full-time
Hybrid
Entry Level
$65K/yr - $75K/yr
1+ years expSCS Financial is seeking a Client Service Associate to join their Wealth Management team, dedicated to providing an exceptional experience for every client. The role involves account support services including onboarding, account maintenance, and portfolio accounting and reporting while supporting multiple wealth advisory teams.
Financial Services
Responsibilities
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points
Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets
Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas
Drafting and processing correspondence to clients and communicating with clients by telephone and email
Assisting in tax season, e.g., sending account statements to CPAs and clients
Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients
Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases
Assist with the generation and delivery of ad hoc reports
Assist people in the office with DocuSign letters
Qualification
Required
1+ years relevant experience (including internships)
Strong attention to detail, communication, problem-solving, and analytical skills
Ability to multi-task under pressure, work independently, and work in a team
Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology
Excellent written and verbal communication skills
Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm
Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills
Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands
Preferred
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred
Moderate understanding of investment products and investment operations is desired
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