Wealth Management Client Associate

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

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