Client Relationship Manager

Rockefeller Capital Management•Atlanta, GA

4h•Onsite

About The Position

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Private Advisor 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

BA/BS degree
At least 5 years of experience in the industry preferred
Registered with Series 7 & 66 (or 7, 65 & 63)
On-site position in Atlanta
Works effectively within a collaborative, engaging, and fun team culture while maintaining professionalism and accountability
Excellent client facing, interpersonal, organizational, and client service skills
Detail-oriented with ability to prioritize and organize workflow

Responsibilities

Account opening and maintenance
Transferring assets and money movement
Completing investment subscription documents
Cash management & RMDs
Assisting with client online access
Responding to account activity and statement inquiries
Managing life events
Administrative work as needed
Provide top quality service to clients and complete administration of client accounts
Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
Prepare client correspondence, obtain necessary management approvals, and transmit
Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
Oversee client insurance and annuities processes
Assist in the preparation of key documents and reports for client meetings
Attend client meetings as necessary
Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
Additional duties as assigned