Wealth Management Client Associate
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-09-09
Listing for:
Silvercrest Asset Management
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Silvercrest Asset Management Group LLC is seeking a highly organized, detail-oriented candidate to support the portfolio management team with account openings, transfers, and client communications. The role requires strong MS Office skills and familiarity with investment products, as well as excellent client service abilities.
The successful candidate will interface with custodians, accountants, and third-party managers, maintain accurate client data, and assist in preparing meeting materials
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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