Wealth Client Services Specialist

Rockefeller Capital Management; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients, handling account openings, asset transfers, cash management and documentation with meticulous attention to detail.

The ideal candidate has 3–5 years in client service within finance, strong communication and organizational skills, and a BA/BS degree.

Qualifications

• 3–5 years of client service experience within financial industry preferred.
• Series 7 & 66 strongly preferred, and if not, willing to obtain.
• BA/BS degree required.

Responsibilities

• Open and maintain client accounts
• Execute asset transfers and money movements
• Complete investment subscription documents
• Assist with cash management and RMDs
• Support client online access and inquiries
• Prepare reports and client communications
• Attend client meetings and present performance
• Ensure compliance and complete administrative tasks

Skills

Client service

Interpersonal skills

Organization

MS Office

Education

BA/BS degree

Tools

eMoney

Job description

Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients, handling account openings, asset transfers, cash management and documentation with meticulous attention to detail.

The ideal candidate has 3–5 years in client service within finance, strong communication and organizational skills, and a BA/BS degree.