Client Services Associate

SCS Financial Services is seeking a talented, energetic and motivated professional to join its team. SCS is a growing wealth management firm providing integrated investment and wealth advisory services to families. In this role, the Associate will work within a client relationship team and will assist in handling all day-to-day functions and responsibilities required to implement and maintain the family's investment and financial plans. In addition, the person will work closely with other teams and the operations group to support the ongoing initiatives with the Firm.



Specific tasks: • Working with Senior Client Advisors, Investment Managers and Custodians to facilitate all aspects of new account transitions. • Preparing quarterly investment reports and client investment meeting books. • Providing support to Senior Client Advisors on all activity related to client accounts, including handling client calls/emails, managing cash needs and facilitating cash movements, and preparing documents for investments, including private partnership documents. • Working as part of the client team on the implementation and monitoring of investment plans based on Investment Policy Statements, preparing investment transition plans, and communicating and monitoring the execution of all related trades. • Preparing performance reviews and analysis • Assisting with client wealth management summaries, related reviews and follow-up. • Special projects as required. This position also will provide the opportunity to become involved in all aspects of the wealth management process, including assisting in investment, financial planning and family office activities.



Qualifications: Qualified candidates will have earned a Bachelors degree and have a minimum of 3 years of relevant experience, preferably in securities operations or client administration. A candidate must also have experience working with portfolio accounting software and Excel, be detail oriented and well organized. Superior interpersonal and communication skills and the ability to interact on a high level are critical. SCS offers a stimulating fast paced work environment typical of growing organizations. Benefits include salary and opportunity for performance bonus, full health benefits and retirement plan.