Private Client Associate, High‑Net‑Worth Advisory

Rockefeller Capital Management; Boston (MA); Hybrid; 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 in Boston is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work with high-net-worth clients, handle account openings, transfers, and daily administration with strong attention to detail.

The ideal candidate has 3–5 years of client service experience in financial services, excellent communication and organization, and a BA/BS degree.

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 clientdocumentation 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 dailyactivity 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

Detail-oriented

MS Office

PowerPoint

Excel

Time management

Problem-solving

Education

BA/BS degree

Tools

Excel

PowerPoint

eMoney

Addepar

Job description

Rockefeller Capital Management in Boston is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work with high-net-worth clients, handle account openings, transfers, and daily administration with strong attention to detail.

The ideal candidate has 3–5 years of client service experience in financial services, excellent communication and organization, and a BA/BS degree.