Client Relationship Manager

Rockefeller Capital Management • Bethesda, MD

10h • $70,000 - $85,000

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

• 3-6 years of relevant experience, working within the wealth management industry in a client service or operational capacity is preferred
• Bachelors degree, with a business/finance focus preferred
• Series 7 and 66 licenses required
• 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

• Support senior advisors through preparation of detailed deliverables.
• Participate in client meetings via organized prop and thoughtful execution.
• Work closely with Ruben Wealth Partners colleagues.
• Collaborate with Rockefeller Operations teams.
• Coordinate with third-party financial contacts to understand each client’s full financial landscape.
• Execute daily operational tasks with precision.
• Complete account-opening documentation.
• Process check requests, journals, wires, custodial updates, and all related service items.
• Deliver top-tier service to clients.
• Manage all operational and administrative aspects of client accounts with consistency, responsiveness, and a strong attention to detail.
• Maintain clear communication with clients regarding account status, service needs, required documents, and upcoming action items.
• Serve as a trusted operational resource for advisors.
• Provide steady problem resolution across all client requests.

Benefits

• Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.

What This Job Offers

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