Best Tech Jobs & Startup Jobs 2024

SCS Financial

Client Advisor, Private Client Group

2 Days Ago

New York, NY, USA

147 Employees

Junior

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147 Employees

Junior

Financial Services

The Client Advisor will assist in implementing and maintaining clients' investment and strategic plans. Responsibilities include overseeing account administration, preparing meeting presentations, confirming trading activities, monitoring portfolios, managing client inquiries, and working on ad-hoc projects as part of a client relationship team.

SCS Financial

Associate, Client & Advisor Services

2 Days Ago

Boston, MA, USA

147 Employees

Junior

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147 Employees

Junior

Financial Services

The Associate will support client relationships, manage client information, orchestrate cashiering and money movements, and enhance internal processes. This role involves collaboration with various teams to ensure accurate and timely client portfolio information and assist with ad hoc requests from advisors.

SCS Financial

Associate, Finance

15 Days Ago

Boston, MA, USA

147 Employees

Junior

Apply

147 Employees

Junior

Financial Services

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.