Senior Private Client Associate — Wealth Management

Rockefeller Capital Management; Newtown (PA); On-site; USD 85,000 - 110,000; Full time

Job summary

Rockefeller Capital Management is seeking 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, serving as the face of the practice, with strong focus on accuracy, communication, and client service.

The role emphasizes opening and maintaining accounts, asset transfers, and supporting client meetings and reporting. Candidates should have a BA/BS and relevant Series 7/66 registrations.

Qualifications

• BA/BS degree.
• At least 5 years of experience in the industry preferred.
• Registered with Series 7 & 66 (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 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.
• Generate expense reports using Concur.
• Process new accounts and account maintenance with approvals and documentation.
• Process all client cashiering requests.
• Support marketing efforts by promoting client seminars and events.
• Offer administrative and office management support.
• Prepare client correspondence and transmit with approvals.
• Review daily activity and reconcile client activity and trades.
• Oversee client insurance and annuities processes.
• Assist in preparation of key documents and reports for client meetings.
• Attend client meetings and present client performance.
• Complete necessary filing and maintain client files.
• Attend compliance and continuing education training sessions.

Skills

Excellent client facing

Interpersonal skills

Organizational skills

MS Office (Excel, PowerPoint)

Education

BA/BS degree

Tools

Excel

PowerPoint

Job description

Rockefeller Capital Management is seeking 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, serving as the face of the practice, with strong focus on accuracy, communication, and client service.

The role emphasizes opening and maintaining accounts, asset transfers, and supporting client meetings and reporting. Candidates should have a BA/BS and relevant Series 7/66 registrations.