Private Wealth Client Associate

Rockefeller Capital Management; San Francisco (CA); On-site; USD 75,000 - 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 to join its Private Advisor team within the Rockefeller Global Family Office business unit. You will interact directly with high-net-worth clients and serve as the face of the practice, handling account activity and ensuring precise administrative support.

The ideal candidate is thorough, detail-oriented, and communicates clearly while managing multiple tasks in a fast-paced environment.

Qualifications

• 0-2 years of client service experience in financial services.
• Series 7 & 66 strongly preferred; willingness to obtain.
• BA/BS degree required.

Responsibilities

• Open and maintain client accounts.
• Transfer assets and manage money movement.
• Process new accounts and filings.
• Prepare reports and reconcile account activity.
• Support client seminars and events.
• Attend client meetings and present performance.

Skills

Client service

Communication

Organizational skills

Education

BA/BS degree

Tools

Microsoft Office

Excel

PowerPoint

Job description

Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office business unit. You will interact directly with high-net-worth clients and serve as the face of the practice, handling account activity and ensuring precise administrative support.

The ideal candidate is thorough, detail-oriented, and communicates clearly while managing multiple tasks in a fast-paced environment.