Client Relationship Manager

Rockefeller Capital Management; Atlanta (GA); On-site; USD 95,000 - 135,000; Full time

Job summary

Rockefeller Capital Management's Private Advisor team within Rockefeller Global Family Office seeks a Client Relationship Manager to serve high-net-worth clients and support the Private Advisor team.

You will handle account openings, asset transfers, investment paperwork, and ongoing client service with meticulous attention to detail, strong communication, and professional integrity in an on-site Atlanta environment.

Qualifications

• BA/BS degree required.
• 5+ years of industry experience preferred.
• Series 7 & 66 licenses required.
• On-site position in Atlanta.

Responsibilities

• Open and maintain client accounts.
• Transfer assets and execute money movements.
• Complete investment subscription documents.
• Provide top-quality client service and administration of client accounts.
• Respond to account activity and inquiries.
• Assist in managing insurance and annuities processes.

Skills

Client relationship management

Communication

Time management

Organizational skills

Team collaboration

Education

BA/BS degree

Series 7 & 66 license

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-\u2013and 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 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.

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

Qualifications

• 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

Skills

• 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

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.