Client Associate - Richmond
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Before you apply
LocationRichmond, VA
Typefull-time
SeniorityMid
DepartmentPortfolio Management
Company size51–200 people
First seenOct 16, 2026 · 2w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Understanding of a broad range of investment products
Experience with client service
MS Office proficiency including excellent Excel and Word skills
Highly organized, detail-oriented with good follow-up and communication skills
Ability to multi-task effectively, eager to learn and improve processes
Good work ethic, professional and personable attitude
3 years experience with a financial advisory firm
Knowledge of Schwab Advisor Center or other custodial platforms
Knowledge of DocuSign
Knowledge of Advent APX
Skills
MS Office
Excel
Word
DocuSign
Advent APX
Job Description:
Candidate should be a highly organized, detail-oriented person with good follow-up and communication skills. They
should be able to multi-task effectively, be eager to learn and improve processes, have a good work ethic and should be
professional and personable in relating to clients and co-workers.
Qualifications:
• Experience: 3 years’ experience with a financial advisory firm preferable, but not required
• Required Skills: Understanding of a broad range of investment products, experience with client service, MS
Office proficiency including excellent Excel and Word skills
Nice to have
• Desired Qualifications: Knowledge of Schwab Advisor Center or other custodial platforms, DocuSign, Advent
APX
Responsibilities Include:
• 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.
Legal
Silvercrest Asset Management Group LLC is an Equal Opportunity Employer
About the company
Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in long-term, customized planning and advisory services. The firm advises on over $25 billion in assets, serving a distinguished clientele including families, endowments, foundations, and other institutional investors. Silvercrest’s client-centric approach emphasizes personalized solutions underpinned by fiduciary responsibility and rigorous proprietary research.
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