Senior Client Associate
About The Position
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $203 billion in client assets as of March 31, 2026. A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate 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)
- Excellent client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced environment as well as manage multiple tasks effectively
- Strong Microsoft Office skills including Excel & Outlook
Responsibilities
- Delivering an exceptional level of client service
- Oversee operational workflow for the team
- Account opening and maintenance
- Transferring assets and money movement
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Assist with entering trades as needed
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
- Assist with client cashiering requests as needed (money market redemptions, wires, checks, journals, check deposits, etc.)
- Assist in preparation of key documents and reports for client meetings
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Senior
