Senior Associate, Client Advisor

Position Summary
SCS Financial is seeking a highly motivated Associate, Client Advisor to support the financial and investment needs of ultra‑high‑net‑worth clients by helping implement and manage strategic and investment plans. You will coordinate account openings and portfolio administration, prepare client presentations, support trading and portfolio monitoring, handle client requests, and collaborate with tax and estate planning professionals. You’ll work closely with senior team members to deliver a seamless and sophisticated client experience.

Location
Los Angeles, CA
Hybrid Schedule
Three days in the office per week with two days remote or as assigned by the team leader.

Primary Responsibilities

• Support the implementation and maintenance of clients’ investment and strategic financial plans
• Coordinate account openings, transfers, and ongoing portfolio administration
• Prepare customized client meeting materials, presentations, and reports
• Monitor portfolios to ensure alignment with target asset allocations and investment guidelines
• Confirm and track trading activity and other investment‑related transactions
• Serve as a point of contact for client inquiries, ensuring timely and accurate responses
• Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs
• Contribute to ad‑hoc projects and analysis to enhance client service and operational efficiency
• Maintain a high level of accuracy, organization, and discretion in handling confidential client information
• Ensure all client‑related activities are compliant with firm policies and regulatory standards

Qualifications

• Minimum of a Bachelor’s degree in Finance, Economics, or related discipline
• Interest in pursuing an advanced degree and/or professional certification (CFA, CFP, etc.) preferred
• 0‑3 years of relevant professional experience
• Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with Addepar or Red Black is additive)
• Excellent organizational, prioritization, and time management skills
• Analytical with strong attention to detail; problem solver effectively
• High energy and highly self‑motivated with the ability to thrive in an entrepreneurial environment
• Strong written and oral communication skills

Compensation
The annualized base pay range for this role is expected to be between $70,000 and $90,000. Base pay is one component of the total compensation package, which may also include a meaningful annual cash opportunity and a comprehensive benefits package.