Associate, Client & Advisor Services

Company: Colony Capital
Location: Portsmouth
Posted on: December 1, 2025

Job Description:

SCS Financial is looking for an Associate to join the Client Advisor Services team. This is an excellent opportunity for candidates who would like to contribute to one of the firm’s core business management teams. The Client Advisor Services team is responsible for many of the integral operating functions that support the client service team. As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions. The Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail?focused, energetic, and team?oriented. The right candidate is a self?starter with a strong work ethic who has excellent communication skills and the ability to think critically. This role is located in Portsmouth, NH. Responsibilities Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures. Interface directly with external custodian banks in the account opening and asset transfer process. Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database Support alternative investment processing procedures on behalf of clients. Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis. Assist in all ad hoc information or report requests from advisors. Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm. Qualifications Bachelor’s degree 1-2 years of experience in an operations role within the financial services industry preferred. Prior experience in wealth management, RIA, or family office or comparable. Internship experience will also be considered. Strong attention to detail Ability to multi?task Strong communication skills, both written and oral Proactive and solutions oriented; consistently willing to take initiative to solve problems Proficient in Microsoft Excel Experience with financial services technology – investment accounting platforms, client relationship management (CRM) tools and client reporting software Experience managing processes and reviewing colleagues’ work in prior roles 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. The annualized base pay range for this role is expected to be between $60,000-70,000. 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 applicants skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives.

Keywords: Colony Capital, Haverhill , Associate, Client & Advisor Services, Accounting, Auditing , Portsmouth, Massachusetts