Associate, Client Advisor

<p><span style="font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt;">SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. 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. Key responsibilities 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. You’ll work closely with senior team members to deliver a seamless and sophisticated client experience. 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.</span></p> <p><span style="font-size: 12pt;">This role is located in West Palm Beach, FL.</span></p> <p>&nbsp;</p> <p><span style="font-size: 12pt;"><strong>Primary Responsibilities&nbsp;</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Support the implementation and maintenance of clients’ investment and strategic financial plans</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Coordinate account openings, transfers, and ongoing portfolio administration</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Prepare customized client meeting materials, presentations, and reports</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Monitor portfolios to ensure alignment with target asset allocations and investment guidelines</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Confirm and track trading activity and other investment-related transactions</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Serve as a point of contact for client inquiries, ensuring timely and accurate responses</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency</span></li> <l