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About the Role
Seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The ideal candidate possesses strong follow-up and communication skills, thrives in a high-performing team, and is professional and personable with clients and coworkers.
Responsibilities
- Assist portfolio manager with client support, including cash and securities transfers, account information, and website access.
- Communicate with team and others in the firm on an ongoing basis concerning all client-related matters.
- Organize client files and preserve client-related information and activity.
- Interface with client custodians, accountants, and attorneys on an ongoing basis.
- Maintain client information on internal systems such as APX, Outlook, and Excel.
- Work closely with custodians and internal operations to ensure accuracy of security set up, cost basis, holdings, and other account information.
- Prepare new account paperwork, advisory and custodial, for client signature and facilitate account opening and funding.
- Review accounts monthly or quarterly for adequate cash balances to cover fees, tax payments, and income distributions, including Capital Calls and Private Equity distributions.
- Maintain and review fund activity including investor and underlying manager activity, transfers, redemptions, and subscriptions, as well as accurate NAV reporting and reconciliation.
- Assist in the preparation of client meeting material.
- Meet and greet visiting clients, providing refreshments, as needed.
- Assist clients with miscellaneous needs, including bill pay services, payroll, tax payments, and monitoring of cash balances as necessary.
Requirements
- Bachelor’s Degree or significant industry experience.
- Experience with a financial advisory firm is a plus.
- Strong organizational skills with good follow-up and communication skills.
- Software experience, including MS Office, Word and Excel.
- Ability to multitask effectively in a high-performing team environment.
- Eager to learn, with a strong work ethic.
- Professional and personable in relating to clients and coworkers.
Skills
- MS Office
- Word
- Excel
- APX
- Outlook
Location
- New York City
Work Type
- Full-time
Experience Level
- Industry experience
Education Level
- Bachelor's Degree
Salary/Compensations
- $75,000 to $85,000
Benefits
- Discretionary bonus
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) plan
- Paid time off
About the Company
- Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.
Equal Opportunity
- Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.