Private Wealth Client Associate

Rockefeller Capital Management; Boston (MA); On-site; USD 45,000 - 110,000; Full time

Job summary

Rockefeller Capital Management in Boston is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, handling account opening, asset transfers, cash management, and client communications with meticulous attention to detail.

The ideal candidate has 3-5 years of client service experience in finance, and BA/BS degree; Series 7/66 are a plus.

Qualifications

• 3-5 years prior client service experience within financial industry, or equivalent experience.
• Series 7 & 66 licenses are preferred, but not required. Candidates may pursue after joining the firm.
• 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.
• Provide top quality service to clients and complete administration of client accounts.
• Handle operational aspects of client accounts including reporting on holdings and performance, posting daily cash activity, and entering trade instructions.
• Process new accounts and ensure documentation is completed and approved.
• Support marketing efforts by promoting client seminars and events.
• Prepare client correspondence and transmit with approvals.
• Review daily activity and reconcile client activity with clearing firm systems.

Job description

Rockefeller Capital Management in Boston is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, handling account opening, asset transfers, cash management, and client communications with meticulous attention to detail.

The ideal candidate has 3-5 years of client service experience in finance, and BA/BS degree; Series 7/66 are a plus.