Client Associate - Richmond

Silvercrest Asset Management Group; Richmond (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

Silvercrest Asset Management Group in Richmond, Virginia, is seeking a highly organized and detail-oriented candidate to support our portfolio management team. You will assist with new account openings, monitoring client accounts, and liaising with custodians and clients.

The ideal candidate should have 3 years of experience in a financial advisory firm, proficient in MS Office and client service. Responsibilities also include preparing client paperwork and assisting the family office group with various tasks.

Qualifications

• 3 years of experience in a financial advisory firm is preferable.
• Proficient in using MS Office, especially Excel and Word.
• Understanding of various investment products and client service skills.

Responsibilities

• Provide support to the portfolio management team.
• Communicate regarding client-related matters.
• Maintain accurate client information on systems.
• Prepare paperwork for client signature.
• Act as a liaison for family office needs.

Skills

Client service experience

MS Office proficiency

Understanding of investment products

Excellent Excel skills

Excellent Word skills

Education

3 years experience with a financial advisory firm

Tools

Schwab Advisor Center

DocuSign

Advent APX

Job description

Overview

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

Candidate should be a highly organized, detail-oriented person with good follow-up and communication skills. They should be able to multi-task effectively, be eager to learn and improve processes, have a good work ethic and should be professional and personable in relating to clients and co-workers.

Responsibilities

• 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.

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

Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.