Private Client Group Intern

Program Dates: June 9 – August 14, weeks)

Position Summary

SCS is seeking interested students for its Private Client Group (PCG) Summer Internship. This internship will provide students with the opportunity to learn and participate in all facets of the asset management industry, working directly with our advisors to help support our clients. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the Client Advisor Interns will work with private client teams and support functional areas across the firm to help deliver sustained superior client service to the families that we work with.

Interns who demonstrate exceptional performance may be considered early for a full-time Client Advisor position following graduation.

Primary Responsibilities

The interns will be responsible for assisting senior team members to implement and maintain clients' investment and strategic plans. This may include:

• coordinating the account opening and administration of client portfolios
• preparing client meeting presentations
• preparing/reviewing/confirming trading and other investment activity
• monitoring portfolios against asset allocation targets
• working on ad-hoc projects
• coordinating with accountants and estate attorneys
• assisting with real-time client inquiries and requests as they arrive

Interns will also have opportunities to shadow senior members of the Private Client Group throughout the summer and listen-in on external conversations including calls and meetings with accountants, attorneys, and business managers. The internship will include educational sessions throughout the summer with the senior leadership team, a chance to receive informal mentoring and insight from leaders in wealth management.

Qualifications

• Currently pursuing a bachelor's or master's degree in finance, economics, business, or a related field.
• Expected graduation date between December 2026 and Spring 2027
• Minimum GPA requirement of 3.5
• Aptitude for learning deep intellectual concepts
• Excellent verbal and written communication skills
• Strong attention to detail and ability to follow through on projects effectively
• Proficiency in MS Office (Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint)
• Ability to work and commute out of SCS's Boston office
• Team oriented mindset and propensity for partnership and collaboration
• Candidates must have permanent authorization to work in the U.S.

This is a non-exempt position. The hourly pay for this role is expected to be $20/hour. Actual pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. This position is not benefits-eligible.

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

For California Applicants: Information on your California privacy rights can be found here

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.