Client Associate, Rockefeller Capital Management, Boston

Andsimple; Boston (MA); On-site; USD 45,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Job summary

Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office unit in Boston. You will work directly with high-net-worth clients, delivering thorough service, precise administration, and support for meetings and reporting.

The role emphasizes attention to detail, strong communication and organization, and the ability to learn new platforms while handling multiple tasks in a fast-paced environment.

Qualifications

• 0-2 years client service experience in financial industry, or equivalent preferred.
• Series 7 & 66 strongly preferred, and if not, willing to obtain.
• BA/BS degree.

Responsibilities

• Assisting with client online access and complete administration of client accounts.
• Assist in preparation of key documents, PowerPoint presentations and reports for client meetings.
• Responding to account activity and statement inquiries.
• Embrace and adopt emerging AI technologies to enhance efficiency and client engagement.
• Account opening and maintenance; transferring assets and money movement.
• Handle operational aspects of client accounts including reporting on holdings and posting daily cash activity; enter trade instructions.
• Manage and oversee team compliance tasks; work with team to meet deadlines.

Skills

Client facing

Organization

Attention to detail

Multi-tasking

Tech savvy

Education

BA/BS degree

Job description

About the job

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position

A Private Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate.

The Client Associate will work withour Private Advisorteam membersand 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.

Responsibilities

Client Support

• Assisting with client online access
• Provide top quality service to clients and complete administration of client accounts
• Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
• Responding to account activity and statement inquiries

Operational Support

• Embrace and adopt emerging AI technologies to enhance efficiency, automate administrative processes, improve client engagement, and support continuous innovation across the advisory practice
• Account opening andmaintenance
• Transferring assets and money movement
• Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
• Manage and oversee team compliance tasks, proactively working with team members to resolve outstanding issues and meet all deadlines

Qualifications

• 0-2 years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 strongly preferred, and if not, willing to obtain
• BA/BS degree

Skills

• Strong client facing, interpersonal, organizational, and client service skills
• Detail-oriented with ability to prioritize and organize workflow
• Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively withfrequent interruptions
• Technically proficient and quick learner of new and updated platforms

Compensation Range

The anticipated base salary range for this role is $45,000 to $90,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs.

Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

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.