Client Associate

Silvercrest Asset Management Group

Atlanta, GA, United States
On-site
Strong follow-up and communication skills
Ability to multitask effectively
Proficiency in ms office (excel, word)
Silvercrest Asset Management Group is seeking a Client Associate to support their portfolio management team in Atlanta, GA. The role requires strong organizational and communication skills, with an emphasis on client service and investment product knowledge

Job Summary

  • Provide support to the portfolio management team including new account openings, money movement, and asset transfers.
  • Communicate with clients regarding account information, cash and securities transfers, and other requests.
  • Assist in the preparation of meeting materials for current and prospective clients.

Matching Summary

Match Score: 85

Silvercrest Asset Management Group is seeking a Client Associate to support their portfolio management team in Atlanta, GA. The role requires strong organizational and communication skills, with an emphasis on client service and investment product knowledge.

Skills & Requirements

Must-have

  • Strong follow-up and communication skills
  • Ability to multitask effectively
  • Proficiency in MS Office (Excel, Word)
  • Experience with client service

Nice-to-have

  • Eager to learn and improve processes
  • Professional and personable interactions
  • Strong work ethic

Key Requirements

  • Bachelor's degree or significant industry experience
  • 3 years' experience with a financial advisory firm preferable
  • Understanding of investment products

Work Rights

Not specified

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