Client Associate - Richmond

About the Role

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 $35 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.

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
• Desired Qualifications: 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