Senior Private Client Associate, Wealth Management

Rockefeller Capital Management; Newtown Township (Delaware County); On-site; USD 70,000 - 100,000; 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 work directly with high-net-worth clients, ensuring exceptional service, meticulous account administration, and coordinated client communications.

The role emphasizes accuracy, organization, and proactive problem-solving, collaborating with team members and supporting events and client seminars as needed.

Qualifications

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

Responsibilities

• Open and maintain client accounts.
• Transfer assets and money movement.
• Complete investment subscription documents.
• Manage cash and RMDs.
• Assist with client online access and inquiries.
• Prepare reports and presentations for client meetings.
• Attend client meetings and present performance.

Skills

Client-facing

Communication

Organization

Multitasking

Education

BA/BS degree

5+ years experience

Tools

Microsoft Office

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 work directly with high-net-worth clients, ensuring exceptional service, meticulous account administration, and coordinated client communications.

The role emphasizes accuracy, organization, and proactive problem-solving, collaborating with team members and supporting events and client seminars as needed.