Associate, Client Operations

<p><span style="font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt;">SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team.&nbsp;Within the Operations &amp; Analytics (“O&amp;A”) department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and third-party service providers. Our clients’ financial lives and investment portfolios are sophisticated, and this team is responsible for delivering solutions to meet their needs. An area of focus for this role will be on alternative investments, from direct investments in privates and hedge funds to LP investors in SCS’ pooled multi-manager vehicles. The role will assist in a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational support related to advisor / client inquiries. As a meaningful part of our clients’ portfolios, it is critical client alternative investment data is maintained at the highest quality as it integrates to multiple systems and is used by various internal stakeholders and clients. This role will work cross-functionally across O&amp;A and our Advisor teams to enhance our current workflows and systems to support a constantly growing client-base and complexity. A successful candidate will demonstrate intellectual curiosity, an aptitude for leveraging technology-enabled business functions, effective collaboration, and communication, and has an enthusiastic spirit towards doing what is needed to help the business grow and evolve.</span></p> <p><span style="font-size: 12pt;">This role is ideal for a candidate looking to utilize the skills they have learned in alternative fund operations or portfolio accounting and continue to grow in their career.</span></p> <p><span style="font-size: 12pt;">&nbsp;</span><br><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Exude SCS’s core values and focus on healthy organization best practices&nbsp;</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Be an advocate and subject matter expert for the team’s primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Support the maintenance of SCS’ alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows&nbsp;</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, cashflow review, valuation, performance, and reporting</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Participate in strategic initiatives designed to improve the overall client experience</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Complete additional ad hoc assignments in a timely, accurate and well-communicated manner</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Adherent to compliance rules and standard operating procedures</span><br><br></p> <p><span style="font-size: 12pt;"><strong>Qualifications</strong></span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;1 - 3+ years in performance, data, or fund operations, and/or fund accounting within the financial services industry. Prior experience with alternative investments is preferred.</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Experience with financial technology and workflows; working knowledge of Addepar and Canoe is a plus</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Strong organization and communication skills, both written and oral</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment</span><br><span style="font-size: 12pt;">• &nbsp; &nbsp;Bachelor’s degree and a demonstrated track record of academic success</span></p> <p><span style="font-size: 12pt;">The annualized base pay range for this role is expected to be between $60,000-$70,000.&nbsp; Actual base 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. The base pay is just one component of the total compensation package for employees.&nbsp; Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package.&nbsp;</span></p> <p><span style="font-size: 12pt;">#LI-SF1</span></p><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p> <p><span style="font-size: 12pt;">Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a>&nbsp;or follow the company on&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p> <p><span style="font-size: 12pt;">Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.&nbsp;</span></p> <p><span style="font-size: 12pt;">Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="mailto:careers@focuspartners.com">careers@focuspartners.com</a>.</span></p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>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.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> 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.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>