Client Services Associate for Portfolio Management

Rippling, Inc.; New York (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid time off

Job summary

Silvercrest Asset Management Group LLC in New York is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service.

You will handle transfers, maintain client information in APX, Outlook and Excel, prepare new account paperwork, and assist with meetings and client communications. The role offers a competitive base salary and comprehensive benefits, including medical, dental, vision, 401(k), and generous time off.

Qualifications

• Bachelor’s Degree or significant industry experience.
• Experience with a financial advisory firm is a plus.
• Software experience, including MS Office, Word and Excel.

Responsibilities

• Assist portfolio manager with client support, including cash and securities transfers, account information, and website access.
• Communicate with team and others in the firm on client-related matters.
• Organize client files and preserve client information and activity.
• Interface with client custodians, accountants, and attorneys regularly.
• Maintain client information on internal systems such as APX, Outlook, and Excel.
• Assist in preparation of client meeting material.
• Review accounts for adequate cash balances to cover fees and distributions.

Skills

Strong organizational skills

Follow-up communication

Multitasking

Professional demeanor

Education

Bachelor’s Degree

Tools

MS Office

Word

Excel

Job description

Silvercrest Asset Management Group LLC in New York is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service.

You will handle transfers, maintain client information in APX, Outlook and Excel, prepare new account paperwork, and assist with meetings and client communications. The role offers a competitive base salary and comprehensive benefits, including medical, dental, vision, 401(k), and generous time off.