Private Client Associate – Wealth Advisory

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

Job summary

Rockefeller Capital Management in Newtown, PA is seeking a Client Associate within the Private Advisor team of the Rockefeller Global Family Office to serve high-net-worth clients. You will act as the face of the practice, handling account opening, asset transfers, and routine client inquiries with meticulous attention to detail.

The ideal candidate has at least 2 years of client service experience in financial services, possesses Series 7 and 66, and holds a BA/BS.

Qualifications

• 2+ years prior client service experience within financial industry, or equivalent experience, preferred.
• Series 7 & 66 required.
• Intellectual curiosity and desire to learn planning and products.
• 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 and client communications.
• Prepare client correspondence and reports for meetings.
• Attend client meetings as necessary and present client performance.

Skills

Client service

Interpersonal skills

Organizational skills

Microsoft Office

Excel

PowerPoint

eMoney

Education

BA/BS degree

Tools

Series 7 license

Series 66 license

Job description

Rockefeller Capital Management in Newtown, PA is seeking a Client Associate within the Private Advisor team of the Rockefeller Global Family Office to serve high-net-worth clients. You will act as the face of the practice, handling account opening, asset transfers, and routine client inquiries with meticulous attention to detail.

The ideal candidate has at least 2 years of client service experience in financial services, possesses Series 7 and 66, and holds a BA/BS.