Senior Private Client Advisor

Rockefeller Capital Management; Boca Raton (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

Rockefeller Capital Management is seeking a Senior Client Associate for its Private Advisor team within the Global Family Office to support high-net-worth clients in the Boca Raton area. The role emphasizes meticulous client service, detailed account administration, and timely processing of cash movements and investments.

The successful candidate will handle account openings, transfers, and reporting, while coordinating with advisors and using Concur for expense reporting.

Qualifications

• BA/BS degree required.
• At least 5 years of experience in the industry preferred.
• Series 7 & 66 (or 7, 65 & 63) registration required.

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 statement inquiries
• Managing life events
• Administrative work as needed
• Provide top quality service to clients and complete administration of client accounts
• Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
• Generate expense reports for submission using Concur
• Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved
• Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
• Support marketing efforts by promoting client seminars and events
• Offer administrative and office management support to the team
• Prepare client correspondence, obtain necessary management approvals, and transmit
• Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
• Oversee client insurance and annuities processes
• Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
• Attend client meetings as necessary and present client performance
• Complete necessary filing and maintain client files
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• Additional duties as assigned

Skills

Client facing

Interpersonal skills

Organizational skills

Client service

Detail-oriented

Prioritization

Microsoft Office

Excel

PowerPoint

Education

BA/BS degree

Tools

Excel

PowerPoint

Job description

Rockefeller Capital Management is seeking a Senior Client Associate for its Private Advisor team within the Global Family Office to support high-net-worth clients in the Boca Raton area. The role emphasizes meticulous client service, detailed account administration, and timely processing of cash movements and investments.

The successful candidate will handle account openings, transfers, and reporting, while coordinating with advisors and using Concur for expense reporting.