Private Client Associate – Wealth Management

Rockefeller Capital Management; Pennsylvania; On-site; USD 60,000 - 90,000; Full time

Job summary

Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. The role supports high-net-worth clients, handling account openings, asset transfers, and documentation with meticulous attention to detail.

You will engaging directly with clients and assist in preparing presentations and reports for meetings. The ideal candidate brings 2+ years in client service in financial services, strong communication and organization, and

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

• Open and maintain client accounts with accuracy and attention to detail.
• Transfer assets and money movement via proper channels.
• Complete investment subscription documents and related forms.
• Provide top quality service to clients and respond to inquiries promptly.
• Support marketing efforts by promoting client seminars and events.
• Prepare client correspondence and reports for meetings.
• Assist in preparation of key documents and presentations for client meetings.
• Attend client meetings as necessary and present client performance.

Skills

Client service

Interpersonal skills

Organizational skills

MS Office

Education

BA/BS degree

Tools

Excel

PowerPoint

eMoney

Job description

Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. The role supports high-net-worth clients, handling account openings, asset transfers, and documentation with meticulous attention to detail.

You will engaging directly with clients and assist in preparing presentations and reports for meetings. The ideal candidate brings 2+ years in client service in financial services, strong communication and organization, and