Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Associate

Silvercrest Asset Management Group

Silvercrest Asset Management Group LLC is seeking a detail‑oriented professional to support the portfolio management team and client service. You will handle account openings, money movements, and client communications while coordinating with custodians and external managers. The role requires strong Excel/Word skills and familiarity with several custodial platforms. Prior experience at a financial advisory firm is preferred, with an emphasis on accuracy and professionalism. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate in Richmond, VA vacancy
  • $25 - $44 per hour

     ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Richmond, VA
    2 days ago
  •  ...Wealth Management Client Associate Richmond, Virginia To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Richmond, VA
    5 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals...  .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Richmond, VA
    15 days ago
  • $64.48k

    Client Relations Associate Richmond, VA, Virginia Direct Hire $64480 / Job Description Client Relations Associate Richmond, VA | $31/hr | Contract-to-Hire Looking to build your career in wealth management with a firm that values polish, precision, and genuine client care... 
    Suggested
    Hourly pay
    Permanent employment
    Contract work
    Work at office
    Local area

    Mohr Talent

    Richmond, VA
    1 day ago
  • $22 - $26 per hour

     ...About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized...  ...for a Client Service Associate ! This role is instrumental... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Richmond, VA
    1 day ago
  •  ...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.  As a Client Associate, become a trusted resource to our clients, advisors and... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Richmond, VA
    more than 2 months ago
  •  ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients...  ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis...  .../or other duties directed by local management ADMINISTRATIVE SUPPORT... 
    Work at office
    Local area

    Morgan Stanley

    Richmond, VA
    2 days ago
  •  ...Job Description What is the opportunity? As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In... 
    Full time
    Work at office
    Flexible hours

    Royal Bank of Canada

    Richmond, VA
    more than 2 months ago
  • The Client Services Associate plays a critical role in delivering a seamless, high-quality client experience...  ...reports to the Client Services Manager. Key Responsibilities Client Account...  ...to grow within a fast‑paced, evolving wealth management firm Job Type Full‑time... 
    Full time
    Work at office

    Seneca House Advisors

    Richmond, VA
    2 days ago
  • $60k - $80k

     ...searching for an Investment Associate, for a permanent position, on...  ...personable, and detail-oriented Client Associate to join our growing...  ..., and presentations Manage client account transactions,...  ...experience in financial services, wealth management, or client service... 
    Permanent employment
    Work at office
    Local area

    LHH US

    Richmond, VA
    more than 2 months ago
  • $63k - $83k

     ...team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with... 
    Full time
    Work at office
    Local area

    Davenport

    Richmond, VA
    4 days ago
  • $63k - $83k

    Company: Davenport & Company Position: Registered Client Service Associate Location: Richmond, VA Job Id: 392 Hiring Range: $63,000 - 83,000 OVERVIEW Davenport is seeking a hard‑working, detail‑oriented, business‑minded professional to join its Richmond team. This... 
    Full time
    Work at office
    Local area

    Davenport & Co.

    Richmond, VA
    4 days ago
  •  ...investment advisory and asset management services. Job Description...  ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Richmond branch...  ...-day operations of a growing wealth management practice. This role... 
    Local area

    Oppenheimer & Co. Inc.

    Richmond, VA
    24 days ago
  • Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care...  ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer... 
    Work at office
    Local area

    PowerToFly

    Richmond, VA
    2 days ago
  •  ...ITAC serves Process & Industrial clients with integrated engineering and construction services...  .... The Recruiter & Client Relations Associate is responsible for identifying,...  ...candidates’ skills, experience, and fit Manage full-cycle recruitment: from job posting... 
    Full time
    Temporary work
    Internship
    Immediate start
    Flexible hours

    Itac

    Chester, VA
    14 hours ago
  •  ...functioning workforces that are engaged and stable, and share our clients’ goals to emphasize belonging and respect for the...  ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® “Best Law Firms”. This position... 
    Contract work

    Jackson Lewis P.C.

    Richmond, VA
    2 days ago
  •  ...Description Job Description Private Wealth Services Counsel Attorney Locations:...  ...counseling, and enjoys building long-term client relationships while serving as a trusted...  ...communication, and client relationship management skills. ~ Demonstrated ability to advise... 
    Private practice

    Direct Counsel

    Richmond, VA
    a month ago
  •  ...Position Summary: Winged Keel Group’s Client Services department focuses on...  ...customized reporting, premium invoicing, task management, and the preparation of client life insurance...  ...The successful Client Services Senior Associate will use his or her knowledge of life insurance... 
    Weekend work
    Afternoon shift

    Winged Keel Group

    Richmond, VA
    13 days ago
  •  ...: Client Service Associate (Hybrid) Midlothian, VA, US Who We Are Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations...  .... Description Of Role: This CSA will support our wealth management division (not our insurance or retirement divisions).... 
    Full time
    Work experience placement
    Internship
    Work at office

    NFP Corp

    Midlothian, VA
    15 hours ago
  •  ...Overview A law firm seeks a Bankruptcy Attorney in Richmond, VA, to manage a substantive caseload and enhance their expertise in a...  ...both virtual and in-person. Act as a liaison between the firm, clients, courts, and trustees. Handle time-sensitive escalations and update... 

    BCG Attorney Search

    Richmond, VA
    3 days ago
  •  ...Overview Geoff McDonald and Associates ("GMA"), an established law firm with offices in Richmond...  ...candidate with a proven track record in managing a diverse case portfolio and a history...  ..., and compassionate approach to client representation. Our attorneys are committed... 

    Geoff McDonald & Associates

    Richmond, VA
    2 days ago
  •  ...From attorneys in all 50 states to client support staff, creative...  ...privy to world‑class case docket management software, litigation resources, and a wealth of benefits in service of optimization...  ...with the DC and VA State Bar Association Minimum 3+ years of workers' compensation... 
    Full time
    Local area

    Morgan & Morgan

    Richmond, VA
    3 days ago
  • $120k - $140k

     ...Let's be honest. A lot of litigation associates spend their first several years proofreading...  ...not one of those opportunities. Our client is a highly respected litigation firm...  ...its reputation on litigation. Not just managing cases. Not just settling cases.... 
    Remote job
    Ongoing contract
    Local area

    Cybercoders

    Richmond, VA
    20 days ago
  •  ...remaining sensitive to the needs of our employees and their families. Kiernan Trebach has become respected for our effective defense of clients ranging from Fortune 100 companies to individuals and small business owners. We take pride in knowing our clients, understanding... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Kiernan Trebach LLP

    Richmond, VA
    8 days ago
  •  ...defense. The firm is happy to train attorneys who have experience in other areas of the law. In this position, the attorney will manage their own case files. This position is hybrid remote, 2 days remote, 3 days in office per week. This is a partnership track... 
    Work at office
    Remote work
    2 days per week
    3 days per week

    RB Legal Recruiting

    Richmond, VA
    2 days ago
  • $90k - $125k

     ...referral incentives Flexible, discretionary PTO Very supportive of work life balance, especially for those with families Role Overview Manage a caseload of approximately 40–70 personal injury matters Handle cases throughout the litigation lifecycle Strong experience in... 
    Flexible hours

    SR Staffing

    Richmond, VA
    5 days ago
  •  ...corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams,...  ...An active member in good standing with the State Bar Association Ability to manage high volume of litigation cases Excellent client service... 
    Full time
    Work at office
    Local area

    Morgan & Morgan

    Richmond, VA
    2 days ago
  • $85k - $120k

     ...0,000 Open to all levels of experience, Associate - Senior Associate Hybrid Schedule Flexible...  ...Personal Injury space and prioritizing client communication. Seniority level Associate...  ...Attorney – Richmond, Virginia Manager, Counsel: Complaints, Disputes & Fraud (... 
    Full time
    Remote work
    Flexible hours

    SR Staffing

    Richmond, VA
    3 days ago
  •  ...Injury Law litigation, providing high-quality legal services to clients while contributing to the firm's growth and success. Duties...  ...matters, ensuring their rights are protected throughout the process. Manage case files efficiently, ensuring all documentation is accurate... 
    Work at office

    BCG Attorney Search

    Richmond, VA
    3 days ago
  •  ...strong Virginia presence is seeking an experienced Litigation Associate to join its Construction Litigation practice group in its Richmond...  ...handles high-stake matters Provides immediate meaningful work, client contact and professional development opportunities Offers lower... 
    Work at office
    Immediate start

    LHH

    Richmond, VA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!