Client Relationship Manager

Rockefeller Capital Management•Stamford, CT

1d•$70,000 - $125,000•Onsite

About The Position

A Private Advisor team, located in our Stamford, CT office, is seeking a motivated individual to join our growing team as a Client Relationship Manager. The Client Relationship Manager will work, in office, with 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 an RIA 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
Experience with Addepar & Tamarac Reporting, is a particular plus
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

Nice To Haves

Experience with Addepar & Tamarac Reporting, is a particular plus

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
Ongoing coordination with clients’ CPAs and attorneys regarding balance sheet management
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