Client Services Associate, Wealth Management

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

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.