Client Success Manager Jobs in Rochester, NH (NOW HIRING)

Position Summary

SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics ("O&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&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.

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.

 
Primary Responsibilities
   Exude SCS's core values and focus on healthy organization best practices 
   Be an advocate and subject matter expert for the team's primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus
   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
   Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments
   Support the maintenance of SCS' alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows 
   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
   Participate in strategic initiatives designed to improve the overall client experience
   Complete additional ad hoc assignments in a timely, accurate and well-communicated manner
   Adherent to compliance rules and standard operating procedures

Qualifications
   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.
   Experience with financial technology and workflows; working knowledge of Addepar and Canoe is a plus
   Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills
   Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships
   Strong organization and communication skills, both written and oral
   Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment
   Bachelor's degree and a demonstrated track record of academic success

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 applicant's skill set. The base pay is just one component of the total compensation package for employees.  Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. 

#LI-SF1