Private Wealth Client Associate

Rockefeller Capital Management; Chesterfield (MO); On-site; USD 50,000 - 75,000; Full time

Job summary

Rockefeller Capital Management is seeking a Client Associate within our Private Advisor team in the Rockefeller Global Family Office business unit. The role centers on delivering top-tier service to high-net-worth clients, handling account openings, transfers, and cash management, and supporting investment and reporting activities.

The ideal candidate has 1–3 years of client service experience in financial services, a BA/BS degree, and is willing to pursue Series 7 and 66.

Qualifications

• 1–3 years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7 & 66 strongly preferred, and if not, willing to obtain
• BA/BS degree required or equivalent

Responsibilities

• Open and maintain client accounts and transfer assets
• Process cash management tasks and RMDs
• Assist with client meetings, reports and correspondence
• Support marketing efforts by promoting client seminars and events
• Respond to client inquiries and provide top-tier service
• Prepare documentation and filings for new accounts and maintenance

Skills

Client service

Financial services

Microsoft Office

Communication

Education

BA/BS degree

Tools

eMoney

Job description

Rockefeller Capital Management is seeking a Client Associate within our Private Advisor team in the Rockefeller Global Family Office business unit. The role centers on delivering top-tier service to high-net-worth clients, handling account openings, transfers, and cash management, and supporting investment and reporting activities.

The ideal candidate has 1–3 years of client service experience in financial services, a BA/BS degree, and is willing to pursue Series 7 and 66.