Private Client Associate, Wealth Services

Rockefeller Capital Management; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health coverage

Vacation time

Paid leave

Retirement plan

Job summary

Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team in our Rockefeller Global Family Office. You will interact directly with high-net-worth clients, handling account opening, cash movement, and documentation with meticulous care.

The role emphasizes strong communication, organization, and problem-solving in a fast-paced advisory environment. Join a growth-oriented team offering comprehensive benefits and career development.

Qualifications

• 1–3 years of client service experience in financial services preferred.
• Series 7 & 66 strongly preferred; willingness to obtain if not held.
• BA/BS degree required.

Responsibilities

• Open and maintain client accounts and documents.
• Transfer assets and money movement.
• Assist with investment subscriptions and cash management.
• Respond to account activity inquiries and statements.
• Support client seminars and events; provide top‑quality service.

Skills

Client service

Interpersonal skills

Organizational skills

Microsoft Office

Education

BA/BS degree

Tools

Excel

PowerPoint

MS Office

Job description

Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team in our Rockefeller Global Family Office. You will interact directly with high-net-worth clients, handling account opening, cash movement, and documentation with meticulous care.

The role emphasizes strong communication, organization, and problem-solving in a fast-paced advisory environment. Join a growth-oriented team offering comprehensive benefits and career development.