Financial Advisory Client Services Associate
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-06-22
Listing for:
Silvercrest Asset Management
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Silvercrest Asset Management is hiring for a position based in Richmond, Virginia. The ideal candidate should possess strong organizational and communication skills, with a background in financial services preferred. Responsibilities include client interaction, supporting portfolio management, and maintaining client account information.
Key qualifications include proficiency in MS Office and familiarity with custodial platforms such as Schwab Advisor Center. Candidates will assist in various projects to support clients and the portfolio management team.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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