×
Register Here to Apply for Jobs or Post Jobs. X

Wealth Management Client Associate

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Silvercrest Asset Management
Full Time position
Listed on 2026-09-09
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
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-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary