Search the 5 jobs at SCS Financial

This role involves supporting the finance team with client billing, payroll maintenance, timely vendor payments, and financial reporting. Responsibilities include recording operating activities, maintaining financial forecast models, developing management reports, analyzing financial data, and assisting with budgeting and special analytical projects.

The Associate in Client Operations will support client portfolio recordkeeping, data management, and reporting, alongside assisting advisors with inquiries. Responsibilities include maintaining performance data, collaborating on client onboarding, and enhancing workflows for improved client experience.

The Director of Private Client Group at SCS Financial will engage with ultra-high net worth clients to understand their financial needs and goals, develop investment strategies, and lead client presentations. The role involves mentoring junior advisors and maintaining strong client relationships, ensuring exceptional service and strategic financial guidance.

SCS Financial is seeking an Associate to join the Client Advisor Services team. Responsibilities include processing money movements, maintaining client information, and supporting alternative investment procedures. Ideal for candidates with 1-3 years of financial services operations experience and familiarity with Addepar.

Seeking an Analyst to join the Investment Analytics team of a wealth management firm. Responsibilities include manager onboarding, AML/KYC processes, private investment fundraising coordination, performance analytics, and data management. Ideal candidate is organized, energetic, and team-oriented with excellent communication skills and attention to detail.