Elite Private Client Associate

Talentify; Boston (MA); On-site; USD 45,000 - 110,000; Full time

Benefits offered by this job

Health coverage

Vacation time

Paid leave

Retirement plan

Job summary

Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office business unit in Boston. The role emphasizes high-touch client service, meticulous account administration, and coordination of asset transfers and reporting.

The successful candidate will handle account opening, cash management, and client communications, supporting advisors and clients with a focus on complexity and professionalism.

Qualifications

• 3-5 years prior client service experience within financial industry, or equivalent experience, preferred.
• Series 7 & 66 licenses are preferred, but not required. Candidates will have the opportunity to pursue and obtain these licenses as part of their professional development after joining the firm.
• BA/BS degree

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.)
• Support marketing efforts by promoting client seminars and events
• Offer administrative and office management support to the team
• 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
• Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
• Attend client meetings as necessary and present client performance
• 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

Skills

Client service

Communication

Organization

MS Excel

MS PowerPoint

Series 7/66 training

Education

BA/BS degree

Tools

eMoney

Addepar

Excel

Job description

Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office business unit in Boston. The role emphasizes high-touch client service, meticulous account administration, and coordination of asset transfers and reporting.

The successful candidate will handle account opening, cash management, and client communications, supporting advisors and clients with a focus on complexity and professionalism.