What are the responsibilities and job description for the Client Services Associate position at Silvercrest Asset Management Group?

Position Description

Client Services Associate / Executive Assistant

Status : Full-Time Employee

Location : New York, New York

Education : Bachelors degree or higher in Finance, Economics, or Business

Reporting To : Global Value Equities Team Portfolio Managers

About the Company :

Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in long-term, customized planning and advisory services. The firm advises on over $35 billion in assets, serving a distinguished clientele, including families, endowments, foundations, and other institutional investors. Silvercrest's commitment to a client-centric approach ensures personalized solutions emphasizing fiduciary responsibility and value creation. The firm combines proprietary research with institutional rigor, supporting clients with expertise across public and private markets, alternative investments, and family office services.

Job Objective :

We are seeking a highly organized and proactive Portfolio Assistant / Executive Assistant to join our Global Equity Team. This dual-role position is critical in supporting our international institutional business and providing high-level executive assistance to three Managing Directors. The ideal candidate will possess a strong client-service orientation, exceptional organizational skills, and the ability to thrive in a fast-paced, global environment.

Portfolio Assistant Responsibilities :

Serve as a primary point of contact for institutional clients, ensuring timely and professional responses to inquiries.
Prepare and distribute client-facing materials, including performance reports, presentations, and market updates.
Collaborate with internal teams to gather and analyze data for client deliverables.
Monitor client accounts to ensure compliance with agreements and maintain accurate records.
Assist with client onboarding, including due diligence and documentation requirements.
Coordinate with the sales and marketing teams to support client relationship management initiatives.

Executive Assistant Responsibilities :

Provide high-level administrative support to three Managing Directors, including calendar management, travel coordination, and expense reporting.

Schedule and organize meetings, conference calls, and events, ensuring seamless execution.

Draft, proofread, and manage correspondence, reports, and presentations for the Managing Directors.

Maintain and organize confidential files and records.

Act as a liaison between the Managing Directors and internal / external stakeholders.

Handle ad hoc administrative tasks and special projects as needed.

Qualifications :

3 years of experience in client services, executive assistance, or a similar role, preferably in financial services or a global organization.

Strong understanding of global equity markets and institutional business is a plus.

Excellent verbal and written communication skills.

Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM systems.

Exceptional organizational and multitasking skills, with high attention to detail.

Ability to handle confidential information with discretion and professionalism.

Pay range and compensation package :

We anticipate the base salary range for this position at Silvercrest Asset Management Group LLC to be approximately $80,000-100,000 USD. The actual base compensation offered will be determined by various factors, including, but not limited to, the candidate's relevant years of experience, career progression, qualifications, educational background, certifications or professional licenses, and role-specific skills. Base salary represents one element of Silvercrest Asset Managements comprehensive compensation package, which also includes robust benefits and may include incentive-based compensation.

Equal Opportunity Statement :

Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.

Salary : $80,000 - $100,000

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