Private Wealth Client Operations Associate

Rockefeller Capital Management; Chicago (IL); Sur place; USD 45 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health coverage

Vacation time

Paid leave

Retirement plan

Résumé du poste

Rockefeller Capital Management is seeking a Client Operations Associate for its Private Advisor Team within the Rockefeller Global Family Office. You will support client account operations, asset allocation, and reporting, using Tamarac and other systems.

The role involves data verification, reporting, and coordinating with Advisors, Associates, and external partners to ensure timely deliverables. The position emphasizes client service, documentation, and attention to confidentiality and

Qualifications

• Bachelor’s degree preferred
• Experience in a complex, fast-paced office environment preferred
• Finance industry experience with executive support desired

Responsabilités

• Provide high-quality client service, respond to inquiries, coordinate meetings and escalate requests.
• Support account opening, maintenance, investment subscriptions, wires, journals and cash activity.
• Prepare client reporting, performance reports and other client deliverables.

Connaissances

Client service

Communication

Organizational skills

Microsoft Office

Financial services knowledge

CRM platforms

Team coordination

Attention to detail

Formation

Bachelor’s degree

Outils

Tamarac

LinkedIn

CRM platforms

Description du poste

Rockefeller Capital Management is seeking a Client Operations Associate for its Private Advisor Team within the Rockefeller Global Family Office. You will support client account operations, asset allocation, and reporting, using Tamarac and other systems.

The role involves data verification, reporting, and coordinating with Advisors, Associates, and external partners to ensure timely deliverables. The position emphasizes client service, documentation, and attention to confidentiality and