Senior Client Associate, Private Wealth Advisory

Rockefeller Capital Management; Grand Rapids (MI); On-site; USD 70,000 - 90,000; Full time

Job summary

Rockefeller Capital Management is seeking a Senior Client Associate to support Private Advisor teams in Grand Rapids. You will be a key contact for high-net-worth clients, delivering exceptional service and ensuring accurate account administration.

Responsibilities include account opening, asset transfers, cash management, and client reporting. The role emphasizes detail, organization, and proactive problem-solving in a fast-paced, team-oriented environment.

Qualifications

• BA/BS degree is required.
• 5+ years of industry experience preferred.
• Series 7 & 66 (or 7, 65 & 63) licenses required.

Responsibilities

• Account opening and maintenance.
• Transferring assets and money movement.
• Completing investment subscription documents.
• Cash management and RMDs.
• Assisting with client online access and inquiries.
• Prepare client correspondence and reports.
• Attend client meetings and present performance.

Skills

Excellent client facing

Interpersonal skills

Organizational skills

Microsoft Office (Excel, PowerPoint)

Education

BA/BS degree

Job description

Rockefeller Capital Management is seeking a Senior Client Associate to support Private Advisor teams in Grand Rapids. You will be a key contact for high-net-worth clients, delivering exceptional service and ensuring accurate account administration.

Responsibilities include account opening, asset transfers, cash management, and client reporting. The role emphasizes detail, organization, and proactive problem-solving in a fast-paced, team-oriented environment.