Client Associate

Silvercrest Asset Management Group•Richmond, VA

48d

About The Position

The candidate should be a highly organized, detail-oriented person with strong follow-up and communication skills. They should be able to multitask effectively, be eager to learn and improve processes, possess a strong work ethic, and be professional and personable in their interactions with clients and coworkers.

Requirements

3 years’ experience with a financial advisory firm preferable, but not required
Understanding of a broad range of investment products
Experience with client service
MS Office proficiency, including excellent Excel and Word skills

Nice To Haves

Knowledge of Schwab Advisor Center or other custodial platforms
DocuSign
Advent APX

Responsibilities

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.