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Client Associate
Client AssociateSilvercrest Asset Management Group • Richmond, VA, United States
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Client Associate

Client Associate

Silvercrest Asset Management Group • Richmond, VA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in long-term, customized planning and advisory services. The firm advises on over $35 billion in assets, serving a distinguished clientele including families, endowments, foundations, and other institutional investors. Silvercrest's client-centric approach emphasizes personalized solutions underpinned by fiduciary responsibility and rigorous proprietary research.

Job Description :

The candidate should be a highly organized, detail-oriented person with strong follow-up and communication skills. They should be able to multitask effectively, be eager to learn and improve processes, possess a strong work ethic, and be professional and personable in their interactions with clients and coworkers.

Qualifications :

  • Experience : 3 years' experience with a financial advisory firm preferable, but not required
  • Required Skills : Understanding of a broad range of investment products, experience with client service, MS Office proficiency, including excellent Excel and Word skills
  • Desired Qualifications : Knowledge of Schwab Advisor Center or other custodial platforms, DocuSign, Advent APX

Responsibilities Include :

  • Provide support to portfolio management team including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.
  • Communicate with portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client-related matters.
  • Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.
  • Interface with client custodians, accountants, attorneys, and third-party investment managers.
  • Maintain accurate client information on internal and third-party systems.
  • Work closely with custodians and internal operations to ensure accuracy of security set-up, cost basis, holdings, and other account information.
  • Review accounts regularly to ensure there are adequate cash balances to cover upcoming liquidity needs including management fees, tax payments, distributions, hedge fund subscriptions, and private equity capital calls.
  • Assist in the preparation of meeting materials for current and prospective clients.
  • Prepare paperwork for client signature, including Silvercrest advisory agreements, custodial forms, and subscription and redemption documents for alternative investments such as hedge funds and private equity funds.
  • Act as a liaison to Silvercrest's family office group to assist with bill paying, tax payments, and other miscellaneous needs as they arise.
  • Additional duties and projects as required to support clients and the team.

    • Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.

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