Associate Client Service Rep

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra‑high‑net‑worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best‑in‑class service with discretion and professionalism.

Support the implementation and maintenance of clients’ investment and strategic financial plans

Coordinate account openings, transfers, and ongoing portfolio administration

Prepare customized client meeting materials, presentations, and reports

Monitor portfolios to ensure alignment with target asset allocations and investment guidelines

Serve as a point of contact for client inquiries, ensuring timely and accurate responses

Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs

Contribute to ad‑hoc projects and analysis to enhance client service and operational efficiency

Maintain a high level of accuracy, organization, and discretion in handling confidential client information

Ensure all client‑related activities are compliant with firm policies and regulatory standards

Minimum of a Bachelor’s degree in Finance, Economics or other related discipline

Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)

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). Equal Opportunity and Legal Notices

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 is unlawful in Indiana 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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