Associate, Client Service Solutions

SCS Financial

Boston, Massachusetts, US
Base: $60,000–$70,000; bonus/equity: annual cash b...
On-site
Bachelor's degree required
Daily cashiering and money movement processing
Interface with external custodian banks
The Client Service Solutions team supports integral operating functions including client relationship support and money movements

Job Summary

  • The Client Service Solutions team supports integral operating functions including client relationship support and money movements.
  • Candidates will lead account opening projects and interface directly with external custodian banks for asset transfers.
  • The role offers a comprehensive benefits package including medical, dental, vision, life insurance, and 401(k) alongside an annual cash bonus.

Matching Summary

The Client Service Solutions team supports integral operating functions including client relationship support and money movements.

Salary

Base: $60,000–$70,000; Bonus/Equity: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Bachelor's degree required
  • Daily cashiering and money movement processing
  • Interface with external custodian banks
  • Lead account opening project plans
  • Maintain client information accuracy
  • Proficient in Microsoft Excel

Nice-to-have

  • Strong attention to detail
  • Ability to multi-task effectively
  • Proactive and solutions oriented mindset
  • Experience managing processes
  • Excellent communication skills

Key Requirements

  • Bachelor's degree
  • 1+ years of operations experience in financial services
  • Experience with investment accounting platforms or CRM tools

Work Rights

Not specified

Tailored Resume

Cover Letter