Teams at SCS Financial

The role involves advancing investment analytics through data science, developing scalable workflows, and creating analytical models for investment decisions.

The Associate, Client Advisor will support ultra-high-net-worth clients by managing investment plans, coordinating account activities, preparing presentations, monitoring portfolios, and collaborating with tax and estate planning professionals to deliver exceptional service.

The role involves supporting client portfolio management and alternative investments, ensuring data quality, collaborating with Advisors, and optimizing workflows within the Client Operations team.