Wealth Management Client Associate

Rockefeller Capital Management; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health benefits (contextual)

Job summary

Rockefeller Capital Management in Dallas, TX is seeking a fully licensed Client Associate to support client service and private banking operations. You will handle account opening, maintenance, money movement, and day-to-day administrative tasks while coordinating with advisors and custodians to meet client needs.

The role suits detail-oriented professionals with private banking or wealth management experience, who communicate clearly and own requests through to completion.

Qualifications

• Active FINRA Series 7 & 66 (or 63/65) is preferred.
• Experience in wealth management, private banking, brokerage operations, or financial services is preferred.
• Experience with account opening, maintenance, money movement, and transfers.

Responsibilities

• Serve as primary point of contact for client service and administrative requests.
• Coordinate with advisors, custodians, and internal partners to ensure timely resolution of client needs.
• Maintain client records, documentation, and service-related activity.
• Process account-opening, onboarding, and maintenance paperwork.
• Process money movement requests including wires, ACHs, journals, checks, and distributions.
• Track meeting activity, client interactions, and pipeline opportunities to support relationship management.

Skills

Humility & teamwork

Executive presence

Coachability

Ownership mindset

Tools

Microsoft Dynamics 365 (D365)

Microsoft Office

Job description

Rockefeller Capital Management in Dallas, TX is seeking a fully licensed Client Associate to support client service and private banking operations. You will handle account opening, maintenance, money movement, and day-to-day administrative tasks while coordinating with advisors and custodians to meet client needs.

The role suits detail-oriented professionals with private banking or wealth management experience, who communicate clearly and own requests through to completion.