Client Relationship Manager

Rockefeller Capital Management • Atlanta, GA

1d

About The Position

An Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Rockefeller Global Family Office Team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Requirements

• 5-10 years of relevant experience, working within an RIA in a client service or operational capacity is preferred
• Bachelors degree, with a business/finance focus preferred
• Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain
• Proficiency in Microsoft Office suite
• Strong interpersonal, organizational, and client service skills
• Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude
• Demonstrated initiative and ability to work independently
• Strong quantitative, qualitative, and technical skills
• Ability to prioritize tasks and meet deadlines
• Strong attention to detail and recognition of critical issues

Responsibilities

• Assisting senior advisors in preparing deliverables and participating in client meetings
• Communicating with clients on both a scheduled and an ad hoc basis
• Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
• Coordinate ongoing communication with clients’ CPAs and attorneys to facilitate timely delivery of tax documents and other legal materials
• Manage proactive client outreach related to required minimum distributions (RMDs), ensuring accuracy and timeliness
• Track and coordinate periodic portfolio review meetings in partnership with the Advisor team
• Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
• Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities

What This Job Offers

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