Private Client Associate — Family Office Advisory

Rockefeller Capital Management; Newtown Township (Delaware County); On-site; USD 65,000 - 90,000; Full time

Job summary

Rockefeller Capital Management's Private Advisor team within our Rockefeller Global Family Office is seeking a Client Associate to join its growing team and interact directly with high-net-worth clients. The ideal candidate will be thorough, detail-oriented, and possess strong communication, organization, and problem-solving skills to support client accounts and collaborations.

This role includes account opening, asset transfers, completing investment documents, cash management, and assisting

Qualifications

• 2+ years of client service experience within financial services.
• Series 7 & 66 required.
• BA/BS degree.

Responsibilities

• Open and maintain client accounts and perform transfers.
• Process investment subscription documents.
• Support cash management and RMDs.
• Prepare client correspondence and reports for meetings.
• Attend client meetings and present performance.

Skills

Client service

Interpersonal skills

Organizational skills

Time management

Problem-solving

Microsoft Office

Excel

PowerPoint

Education

BA/BS degree

Tools

MS Office Suite

Excel

PowerPoint

Concur

Job description

Rockefeller Capital Management's Private Advisor team within our Rockefeller Global Family Office is seeking a Client Associate to join its growing team and interact directly with high-net-worth clients. The ideal candidate will be thorough, detail-oriented, and possess strong communication, organization, and problem-solving skills to support client accounts and collaborations.

This role includes account opening, asset transfers, completing investment documents, cash management, and assisting