About the Role
Position Summary
SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, ha
Company
SCS Financial →Job Details
- Location
- Boston, Massachusetts
- Work Type
- On-site / Hybrid
- Posted
- 2 weeks ago