Private Client Associate - Wealth Management

Rockefeller Capital Management; Carmel (IN); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Rockefeller Capital Management is seeking a Client Associate within its Private Advisor team of the Rockefeller Global Family Office. The role involves working closely with high-net-worth clients, ensuring meticulous account administration, asset transfers, and investment documentation, while delivering superior client service.

The ideal candidate has a BA/BS and 2–5 years in client service in finance, with Series 7/66 preferred or a plan to obtain them.

Qualifications

• BA/BS degree required.
• 2-5 years of client service experience in financial industry or equivalent preferred.
• Series 7 & 66 strongly preferred; willingness to obtain if not held.

Responsibilities

• Account opening and maintenance.
• Transferring assets and money movement.
• Completing investment subscription documents.
• Cash management and RMDs.
• Assisting with client online access.
• Responding to account activity and statement inquiries.
• Managing life events.
• Provide top quality service and complete client account administration.
• Handle reporting on holdings and investment performance, posting daily cash activity, and entering trade instructions.
• Generate expense reports using Concur.

Skills

Client facing

Interpersonal skills

Organization

MS Office (Excel, PowerPoint)

Education

BA/BS degree

Job description

Rockefeller Capital Management is seeking a Client Associate within its Private Advisor team of the Rockefeller Global Family Office. The role involves working closely with high-net-worth clients, ensuring meticulous account administration, asset transfers, and investment documentation, while delivering superior client service.

The ideal candidate has a BA/BS and 2–5 years in client service in finance, with Series 7/66 preferred or a plan to obtain them.