Client Operations Associate

Rockefeller Capital Management • Chicago, IL

4d

About The Position

A Private Advisor Team within Rockefeller Global Family Office is seeking a Client Operations Associate to support client account operations, asset allocation and account oversight, and reporting. The role prioritizes and completes daily deliverables for Private Advisors and Client Associates using proprietary portfolio accounting and reporting software and other systems. The associate maintains client accounts, verifies data, and develops reports explaining asset allocation, performance, and risk management concepts to clients. Account-management work includes new relationships, trading, investment subscription documents, and daily account activity.

Requirements

• Previous experience in a complex and fast-paced office is preferred.
• Previous work experience at a financial services firm; executive support interest is noted.
• Excellent interpersonal and communication skills for interacting with external clients and staff and management at multiple levels.
• Detail-oriented and resourceful, with strong organizational and project-management skills.
• Ability to multitask, act with urgency, and prioritize competing deadlines.
• Strong verbal and written communication skills.
• High proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Strong work ethic and desire to continuously grow and improve.

Nice To Haves

• Bachelor’s degree preferred.
• General knowledge of basic finance and investment principles is a plus.
• Previous experience in a complex and fast-paced office is preferred.
• Previous work experience at a financial services firm with an interest in executive support.

Responsibilities

• Provide high-quality client service by responding to inquiries, coordinating meetings, managing expectations, and escalating requests as appropriate.
• Support account opening and maintenance, investment subscriptions, wires, journals, cash activity, and other account administration.
• Prepare client reporting, performance reports, financial planning materials, presentations, and other client deliverables.
• Assist with financial planning, projections, investment research, and ad hoc client requests.
• Gather and maintain client tax, investment, contact, and account information, ensuring records remain accurate and organized.
• Coordinate with Private Advisors, Client Associates, Operations, Technology, and external investment partners to ensure accurate and timely client deliverables.
• Prepare and organize materials for client meetings, including presentations, marketing collateral, and supporting documentation.
• Manage calendars, meetings, travel arrangements, expenses, events, phone coverage, and other team administrative needs.
• Maintain organized client documentation, databases, and filing systems while following confidentiality and compliance requirements.
• Use CRM platforms, Tamarac, LinkedIn, and other technology to support client servicing and improve internal processes.
• Keep Private Advisors and senior team members informed of client activity, outstanding requests, and issues requiring escalation.
• Provide backup support to other Client Associates and assist with special projects and additional team needs as assigned.

Benefits

• Health coverage
• Vacation time
• Paid leave
• Retirement plan
• Other benefits as part of a comprehensive benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level