Private Wealth Client Associate

Rockefeller Capital Management; Fort Lauderdale (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

Rockefeller Capital Management is seeking a Client Associate to support our Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients and handle account activity, documentation, and reporting with meticulous attention to detail.

The ideal candidate has 1–3 years of client service experience in finance, a BA/BS degree, and willingness to obtain Series 7/66.

Qualifications

• 1–3 years of client service experience in financial services preferred.
• Series 7 & 66 strongly preferred, and if not, willing to obtain.
• BA/BS degree.

Responsibilities

• Open and maintain client accounts
• Transfer assets and money movement
• Complete investment subscription documents
• Manage cash and RMDs
• Assist with client online access
• Respond to inquiries about account activity
• Prepare for client meetings and reports
• Attend client meetings as necessary
• Support marketing efforts for client seminars

Skills

Client facing

Interpersonal skills

Organizational skills

Communication

Time management

Education

BA/BS degree

Tools

MS Excel

PowerPoint

eMoney

Job description

Rockefeller Capital Management is seeking a Client Associate to support our Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients and handle account activity, documentation, and reporting with meticulous attention to detail.

The ideal candidate has 1–3 years of client service experience in finance, a BA/BS degree, and willingness to obtain Series 7/66.