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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.