Senior Client Associate - Private Wealth

Rockefeller Capital Management; Grand Rapids (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

Rockefeller Capital Management in Grand Rapids, MI seeks a Senior Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients and handle account opening, asset transfers, and client communications with meticulous attention to detail.

The ideal candidate has a BA/BS, at least 2 years in financial services, and holds Series 7 & 66 licenses (or 7, 65 & 63).

Qualifications

• Bachelor’s degree or higher required.
• Minimum of 2 years of experience in the industry preferred.
• Active Series 7 & 66 licenses (or 7, 65 & 63).

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 statements inquiries.

Skills

Excellent client service

Interpersonal skills

Organizational skills

Microsoft Office (Excel, PowerPoint)

Education

BA/BS degree

Tools

Concur

Job description

Rockefeller Capital Management in Grand Rapids, MI seeks a Senior Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients and handle account opening, asset transfers, and client communications with meticulous attention to detail.

The ideal candidate has a BA/BS, at least 2 years in financial services, and holds Series 7 & 66 licenses (or 7, 65 & 63).