Sr. Associate, Client & Advisor Services

As a Sr. Associate in Client & Advisor Services at SCS Financial, your main responsibilities will revolve around the onboarding of new clients, maintaining client information, and facilitating various client-directed processes. This includes establishing new accounts, managing the asset transfer process, and ensuring seamless communication with custodians like Schwab and Fidelity. You'll also support our investment processing and help in preparing client proposals and presentations, underscoring the integral role you play in enhancing client relationships.

To become a Sr. Associate at SCS Financial, you should hold a Bachelor's degree from a four-year college or university and have 3-5 years of experience in a financial services role, preferably within wealth management or a family office setting. Familiarity with custodial work, advanced knowledge of Microsoft Office, and experience with CRM tools like Salesforce will enable you to excel in this position.

Success as a Sr. Associate in Client & Advisor Services at SCS Financial hinges on possessing strong attention to detail, exceptional communication skills, and the ability to manage multiple tasks simultaneously. Additionally, being proactive and solutions-oriented will help you navigate the dynamic environment of wealth management while delivering the best experience for our clients.

SCS Financial values the growth of its employees, offering opportunities for ongoing professional development and career advancement. As a Sr. Associate, you will receive mentorship from experienced colleagues, access to training programs, and involvement in projects that not only enhance your skills but also contribute significantly to the firm's goals.

In the role of a Sr. Associate at SCS Financial, you will utilize various technology tools including Microsoft Office for presentations and report generation, performance reporting systems such as Addepar and Black Diamond, and data analytics tools like Morningstar. Familiarity with CRM tools like Salesforce will also be beneficial as you manage client information and relationships.

This question allows you to express your passion for wealth management and client services. Highlight your interest in SCS Financial's commitment to client first, emphasizing how their values align with your professional goals and desire to contribute positively to the firm.

When answering this question, detail your specific roles in the onboarding process, such as assisting in documentation or liaising with custodians. Share an example of a successful onboarding experience that showcases your attention to detail and communication skills.

Illustrate your organizational skills by describing your strategies for prioritizing tasks, such as using project management tools or creating to-do lists. Provide an example where you successfully managed competing deadlines.

Discuss your experience dealing with custodians and any specific asset transfer processes you've managed. Emphasize your understanding of compliance and accuracy, which are vital in managing asset movements efficiently.

Here, exemplify a situation where teamwork was crucial. Outline the challenge, your role in promoting collaboration, and how it led to a successful outcome, showcasing your interpersonal and conflict-resolution skills.

Explain your methods for ensuring accurate data entry and maintenance, such as regular audits, systematic updates, and double-checking with other team members. Highlight any systems you used to enhance data accuracy.

Discuss the importance of communication in client relationships. Share specific methods you utilized, whether through regular updates, personalized reports, or face-to-face meetings, emphasizing how they contributed to client satisfaction.

Share personal motivations that inspire you to deliver high-quality work, such as the desire to serve clients effectively or to contribute to team goals. Relating this back to SCS Financial's mission can also be impactful.

Detail your experience with reporting tools like Addepar or Black Diamond. Discuss specific functions you mastered or reports you generated that provided valuable insights, illustrating your technical proficiency.

Describe your step-by-step approach to creating a comprehensive proposal, including research, tailoring content to the prospective client’s needs, and collaborating with team members to gather necessary information for a compelling case.