Client Associate

Rockefeller International; New York (NY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Rockefeller Capital Management in New York seeks a Wealth Management client services professional to conduct quantitative analyses of investment programs for high-net-worth clients and perform financial modeling for portfolio needs.

The role supports onboarding, account maintenance, cash activity, and reporting; helps with subscription documents, trade instructions, and expense reporting. Hybrid work: 4 days in office, 1 day remote. Salary $90,000–$120,000 per year.

Qualifications

• Bachelor’s degree or foreign equivalent in Applied Analytics, Finance, or a related field.
• 1 year of full-time experience in Wealth Management or client services.
• Strong Microsoft Office skills including Excel and PowerPoint.

Responsibilities

• Conduct quantitative analyses of information involving investment programs for high-net-worth clients.
• Perform technical analysis and financial modeling for portfolio needs (onboarding, account opening and maintenance, money movement, and due diligence).
• Streamline operational functions by creating regular reports to improve efficiency.
• Complete investment subscription documents.
• Respond to account activity and statement inquiries.
• Handle operational aspects of client accounts including reporting and trade instructions.
• Generate expense reports using Concur.
• Process new accounts and account maintenance with approvals.
• Process client cash handling requests (money market redemptions, wires, checks, journals).
• Support marketing efforts by promoting client seminars and events.
• Review daily activity and reconcile client activity against clearing firm systems.

Skills

Client service

Wealth management

Financial analysis

Education

Bachelor’s degree or foreign equivalent in Applied Analytics, Finance, or a related field

Tools

Excel

PowerPoint

Job description

About Rockefeller Capital Management

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 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.

Position

DESCRIPTION

• Conduct quantitative analyses of information involving investment programs particularly on investment and performance of prospective portfolio holdings for high-net-worth clients. This includes utilizing analytics strategies and financial analysis to compare and contrast company valuations and charts to help maximize client returns and performance
• Perform technical analysis and financial modeling when handling portfolio needs including onboarding of new clients, account opening and maintenance, transferring assets and money movement, and financial due diligence.
• Streamlining operational functions by creating and running regular reports on a holistic, business, level for the team to help streamline processes and increase efficiency
• Complete investment subscription documents.
• Respond to account activity and statement inquiries.
• Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions.
• 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.
• Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.).
• Support marketing efforts by promoting client seminars and events.
• 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.
• Support client insurance and annuities processes.
• Role holder is eligible to work hybrid (4 days in office, 1 day remote)

REQUIREMENTS

• Bachelor’s degree or foreign equivalent in Applied Analytics, Finance, or a related field and one (1) year of prior client service experience within the financial industry. Must have at least 1 year of full-time experience in Wealth Management, client services, or similar field. The 1 year of full-time experience must include the following skills:
• Client service experience within financial industry or wealth management
• Operational aspects of client accounts including posting daily cash activity, and entering trade instructions
• Account opening and maintenance of client accounts
• Strong Microsoft Office skills including Excel & PowerPoint
• Role holder is eligible to work hybrid (4 days in office, 1 day remote)

LOCATION

45 Rockefeller Plaza, 5th Floor, NY, NY 10111

SALARY

$90,000 to $120,000 per year

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.