Senior Private Client Associate

Rockefeller Capital Management; Bluffton (SC); On-site; USD 50,000 - 70,000; Full time

Job summary

Rockefeller Capital Management in Bluffton, South Carolina is looking for a motivated individual to join its team as a Senior Client Associate. The role involves working directly with high-net-worth clients, ensuring exceptional service and operational efficiency.

The ideal candidate will possess a BA/BS degree and at least 2 years of industry experience along with the necessary financial licenses. Strong interpersonal, organizational, and problem-solving skills are crucial for success in this fast-paced environment.

Qualifications

• At least 2+ years of experience in the industry preferred.
• Registered with Series 7 & 66 (or 7, 65 & 63).

Responsibilities

• Delivering an exceptional level of client service.
• Oversee operational workflow for the team.
• Assist with entering trades as needed.

Skills

Client service skills

Organizational skills

Problem-solving skills

Microsoft Office skills

Education

BA/BS degree

Job description

Rockefeller Capital Management in Bluffton, South Carolina is looking for a motivated individual to join its team as a Senior Client Associate. The role involves working directly with high-net-worth clients, ensuring exceptional service and operational efficiency.

The ideal candidate will possess a BA/BS degree and at least 2 years of industry experience along with the necessary financial licenses. Strong interpersonal, organizational, and problem-solving skills are crucial for success in this fast-paced environment.