Client Associate- Job ID 217791- Local Richmond, VA.

Description:
Hello,
We have an Excellent career opportunity for a Client Associate to join a leading Company located in Richmond, VA.

If you are interested, please schedule a call with this link: https://calendly.com/gomez_mari/30min

Candidate should be a highly organized, detail-oriented person with good follow-up and communication skills. They should be able to multi-task effectively, be eager to learn and improve processes, have a good work ethic and should be professional and personable in relating to clients and co-workers.

Job Responsibilities:
• Provide support to the portfolio management team, including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.
• Communicate with the portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client-related matters.
• Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.
• Interface with client custodians, accountants, attorneys, and third-party investment managers.
• Maintain accurate client information on internal and third-party systems.
• Work closely with custodians and internal operations to ensure accuracy of security set-up, cost basis, holdings, and other account information.
• Review accounts regularly to ensure there are adequate cash balances to cover upcoming liquidity needs including management fees, tax payments, distributions, hedge fund subscriptions, and private equity capital calls.
• Assist in the preparation of meeting materials for current and prospective clients.
• Prepare paperwork for client signature, including company advisory agreements, custodial forms, and subscription and redemption documents for alternative investments such as hedge funds and private equity funds.
• Act as a liaison to our family office group to assist with bill paying, tax payments, and other miscellaneous needs as they arise.
• Additional duties and projects as required to support clients and the team.

Basic Hiring Criteria:
• Bachelor's degree or significant industry experience.
• 3 years' experience with a financial advisory firm, preferably, but not required.
• Understanding of a broad range of investment products, experience with client service, MS Office proficiency, including excellent Excel and Word skills.

Desired Qualifications:
• Knowledge of Schwab Advisor Center or other custodial platforms, Docusign, Advent APX.
 
Job Number: 217791
Job Location: Richmond, VA
Rate: $60K to $80K
Per Diem: No
Overtime: Yes
Duration: Direct
Start Date: ASAP
Input Date: 05/15/2026
Firm Name: TAD PGS INC
Attention: Maria Gomez
Address: 12062 VALLEY VIEW ST STE 108
City, State: GARDEN GROVE, CA 92845
Phone: 657/250-1893
800 Phone: 800/261-3779
Email: maria.gomez@adeccona.com
Website: www.tadpgs.com
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