Private Client Relationship Associate

Private Client Service delivers highly customized and comprehensive service to our clients.

As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration.

The Relationship Associate will follow the firm’s best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner.

Additional responsibilities include workflow coordination with the broader client-facing team related to clients’ investments, estate planning, and account administration.

The primary duties and responsibilities include but are not limited to:

Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.

Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.

Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.

Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.

Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.

Maintain CRM records for clients and prospects.

Complete ad hoc client-related projects as needed.

Qualification s:

Bachelor’s degree required

2-5 years experience required; financial services industry preferred

Experience with trust administration and/or client account documentation a plus

Proficiency with M.S.

Office suite including Excel, Word & PowerPoint

Strong quantitative, analytical, and interpersonal skills

Highly organized work style; detail-oriented and accurate

Ability to multi-task and adapt to changing priorities to meet client demands

Collaborative team-player; self-motivated with a strong work ethic

Demonstrates tact, discretion and good judgement in handling sensitive and confidential information

Exhibits excellent communication skills, both verbal and written

Eager to contribute and learn, ask questions and provide solutions

Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.

Ability to work in the Charlottesville office location

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Salary: $65-$82k.

Commensurate with experience and location.

Does not include bonus or long term incentive eligibility (if applicable).