Wealth Management Client Services Associate

Silvercrest Asset Management Group; New York (NY); On-site; USD 75,000 - 85,000; Full time

Job summary

Silvercrest Asset Management Group LLC is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service in New York City. The role emphasizes strong follow-up, professional client interactions, and teamwork.

The position involves cash and securities transfers, client file organization, and close coordination with custodians, accountants, and attorneys.

Qualifications

• Bachelor’s Degree or significant industry experience required.
• Experience at a financial advisory firm is a plus.
• Strong organizational skills with good follow up and communication.
• Software experience, including MS Office, Word and Excel.
• Ability to multitask effectively in a high performing team environment.
• Eager to learn, with a strong work ethic.
• Professional and personable in relating to clients and coworkers.

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.
• Work with custodians and internal ops to ensure accuracy of security setup and cost basis.
• Prepare new account paperwork, advisory and custodial, for client signature and funding.
• Review accounts monthly or quarterly for adequate cash to cover fees, tax payments and income distributions.
• Maintain and review fund activity including investor and manager activity, transfers and subscriptions, and NAV reporting.
• Assist in preparing client meeting materials.
• Meet and greet visiting clients, providing refreshments as needed.
• Assist clients with miscellaneous needs including bill pay, payroll, and tax payments.

Skills

Strong organizational skills

MS Office

Word

Excel

Education

Bachelor’s degree or significant industry experience

Job description

Silvercrest Asset Management Group LLC is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service in New York City. The role emphasizes strong follow-up, professional client interactions, and teamwork.

The position involves cash and securities transfers, client file organization, and close coordination with custodians, accountants, and attorneys.