Private Wealth Client Associate

Rockefeller Capital Management; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Rockefeller Capital Management in Atlanta seeks a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. The role involves direct interaction with high-net-worth clients and serving as the face of the practice, requiring meticulous attention to detail, strong communication, organization, and problem-solving.

Responsibilities include account opening and maintenance, asset transfers, cash management, preparing client correspondence and reports, supporting

Qualifications

• 2-5 years prior client service experience within financial industry, strongly preferred.
• Series 7 & 66 strongly preferred, and if not, willing to obtain.
• 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
• Administrative work as needed
• Provide top quality service to clients and complete administration of client accounts
• Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
• Generate expense reports for submission using Concur
• Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all clientdocumentation is returned, completed and approved
• Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
• Support marketing efforts by promoting client seminars and events
• Offer administrative and office management support to the team
• Prepare client correspondence, obtain necessary management approvals,and transmit
• Review dailyactivity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
• Oversee client insurance and annuities processes
• Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
• Attend client meetings as necessary and present client performance
• Complete necessary filing and maintain client files
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• Additional duties as assigned

Skills

Client service

Interpersonal skills

Organizational skills

Detail oriented

Communication

MS Office

Excel

PowerPoint

eMoney

Education

BA/BS degree

Tools

eMoney

Job description

Rockefeller Capital Management in Atlanta seeks a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. The role involves direct interaction with high-net-worth clients and serving as the face of the practice, requiring meticulous attention to detail, strong communication, organization, and problem-solving.

Responsibilities include account opening and maintenance, asset transfers, cash management, preparing client correspondence and reports, supporting