Client/Customer Support Rep

SCS Financial isseekinga highly motivated and detail-oriented SeniorAssociate,Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationshipmanagement,investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow,philanthropyand investments.

This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insuranceanalysisand family office services, with a long-term pathway to becoming a lead advisor.

Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients.

investments, tax, estate, insurance) toidentify,coordinate and implement client strategiesthat are aligned with the client’s goals.

Conduct financial analyses and prepare customized reporting packages,includingcashflow projections,estatesummaries andflow charts,gift ledgers and strategies, insurance reviewsndtax analysis.

Assistwith the development of client presentation materials andparticipatein client meetings whenappropriate.

Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations.

Execute client-directed transactions, includingliquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures.

Maintainaccurateand up-to-date client records, documentation, and reporting within CRM and portfolio systems.

Support the preparation of proposals and investment materials for prospects and existing clients.

Identifyprocess improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency.

Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Bachelor’s degreerequired; concentration in Finance, Accounting, Economics, or a related field strongly preferred.

CFP® orMasters in Financial Planningstrongly preferred

4–6+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients.

Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families.

Familiarity with investment platforms and financial planning software (e.g.,Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling).

Detail-oriented and solutions-driven, with a high standard of client service and discretion.

Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io following language is for US based roles only

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

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