Scsfinancial
Associate, Client Advisor
West Palm Beach, FL
Sponsorship not specified$60k-$75kDetected 48 days ago
ExcelCommunicationTime ManagementPublic SpeakingMicrosoft Office
About the role
- SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.
- 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.
Responsibilities
- 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.
- You'll work closely with senior team members to deliver a seamless and sophisticated client experience.
- Support the implementation and maintenance of clients' investment and strategic financial plans
- Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs
- Maintain a high level of accuracy, organization, and discretion in handling confidential client information
Requirements
- Minimum of a Bachelor's degree in Finance, Economics or other related discipline
- 1+ years of relevant professional experience
- Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)
- High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
- Excellent organizational, prioritization, and time management skills
- Analytical with a strong attention to detail; problem solve effectively
- Strong written and oral communication skills
Nice to have
- Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred
Compensation
- The annualized base pay range for this role is expected to be between $60,000–$75,000 base salary compensation range.
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This listing is sourced directly from Scsfinancial's careers page and normalized into a canonical job model.