Client Associate – Richmond, Virginia

Silvercrest Asset Management Group LLC; Richmond, Northern (VA, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Equal Opportunity Employer

Job summary

Silvercrest Asset Management Group LLC in Richmond, VA seeks a detail-oriented professional to support portfolio management and client service. You will assist with account openings, transfers, and ongoing client communications, interfacing with custodians and external partners to ensure accurate data and smooth operations.

The role emphasizes process improvement, multi-tasking, and a professional client-relations approach to deliver personalized wealth management services for

Qualifications

• 3 years’ experience with a financial advisory firm preferred, but not required.
• Understanding of a broad range of investment products and client service.
• Knowledge of custodial platforms such as Schwab Advisor Center; familiarity with DocuSign and Advent APX.

Responsibilities

• Provide support to portfolio management including new account openings, money movement and asset transfers.
• Communicate with portfolio management and others in the firm on client-related matters.
• Correspondence with clients regarding account information, cash and securities transfers, and other requests.
• Interface with custodians, accountants, attorneys, and third-party investment managers.
• Maintain accurate client information on internal and external systems.
• Ensure accuracy of security setup, cost basis, holdings, and other account data with custodians.
• Review accounts to ensure adequate cash balances for liquidity needs and fees.
• Assist in preparing meeting materials for current and prospective clients.
• Prepare paperwork for client signatures including advisory agreements and fund documents.

Skills

Investment products knowledge

Client service experience

MS Excel

MS Word

Education

Bachelor’s degree or significant industry experience

Tools

Schwab Advisor Center

DocuSign

Advent APX

Job description

Education:

Bachelor’s degree or significant industry experience

Required Skills:

Company 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 $37 billion in assets and serves a distinguished clientele, including families, endowments, foundations, and other institutional investors. Silvercrest’s commitment to a client-centric approach ensures personalized solutions emphasizing fiduciary responsibility and value creation. The firm combines proprietary research with institutional rigor, supporting clients with expertise across public and private markets, alternative investments, and family office services.

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.

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.