Job Description
Silvercrest Client Associate _________________________________________________________________________________________________ Status: Full-Time Employee
Location: Richmond, VA
Education: Bachelor's degree or significant industry experience Company Overview: Silvercrest Asset Management Group is a registered investment advisor that provides asset management and family office services to families and select institutional investors. Silvercrest currently advises on $36.7 billion for a clientele comprised primarily of families, endowments, foundations and other institutional investors. 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
- 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.
Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.
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