Associate Client Service Rep

2 weeks ago

Los Angeles CA, United States SCS Financial Full time

Senior Associate, Client Advisor
SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship management, investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy, and investments.
This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis, and family office services, with a long-term pathway to becoming a lead advisor. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients.
investments, tax, estate, insurance) to identify, coordinate, and implement client strategies that are aligned with the client's goals.
Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews, and tax analysis.
Assist with the development of client presentation materials and participate in client meetings when appropriate.
Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations.
Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures.
Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems.
Support the preparation of proposals and investment materials for prospects and existing clients.
Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency.
Bachelors degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred.
~ CFP or Masters in Financial Planning strongly preferred.
~45+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients.
~ Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families.
~ Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling).
~ Detail-oriented and solutions-driven, with a high standard of client service and discretion.
~ Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision.

Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package.
SCS Financial

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