Silvercrest Asset Management Group
Client Associate - Richmond
Richmond, VA
Sponsorship not specifiedDetected 27 days ago
ExcelCommunicationOrganizational SkillsMicrosoft Office
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.
- 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.
Requirements
- Knowledge of Schwab Advisor Center or other custodial platforms, DocuSign, Advent APX Responsibilities Include:
- Additional duties and projects as required to support clients and the team.
- 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:
- 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
Company info
- Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in long-term, customized planning and advisory services.
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