Private Client Associate, Wealth Management

Rockefeller Capital Management; San Francisco (CA); Vor Ort; USD 75.000 - 90.000; Vollzeit

Zusammenfassung

Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. You will interact with high-net-worth clients, handle account opening and maintenance, asset transfers, and cash management, while delivering top-tier service.

The role requires strong communication, organization, and detail orientation, with MS Office proficiency; Series 7/66 are strongly preferred, with BA/BS required.

Qualifikationen

• 0-2 years client service experience in financial services preferred.
• Series 7 & 66 strongly preferred; willingness to obtain if not held.
• BA/BS degree required.

Aufgaben

• Open and maintain client accounts.
• Transfer assets and money movement.
• Complete investment subscription documents.
• Manage cash, including RMDs.
• Assist with client online access and respond to inquiries.
• Monitor account activity and statement inquiries.
• Support life events and administrative tasks.
• Provide top-quality service and administer client accounts.

Kenntnisse

Client facing

Interpersonal skills

Organizational skills

Detail oriented

Microsoft Office (Excel, PowerPoint)

Fast-paced environment

Ausbildung

BA/BS degree

Series 7 & 66 certification

Tools

eMoney

Jobbeschreibung

Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. You will interact with high-net-worth clients, handle account opening and maintenance, asset transfers, and cash management, while delivering top-tier service.

The role requires strong communication, organization, and detail orientation, with MS Office proficiency; Series 7/66 are strongly preferred, with BA/BS required.