Client Associate

2 months ago

Saratoga Springs, United States Rockefeller Financial Full time

About Rockefeller Capital Management:

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.

Position:

A Private Advisor Team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate (CA) actively supports the Private Advisor team with various tasks related to managing the client relationship. This includes in-depth financial planning around all aspects of the clients financial needs, including investment management, consolidated asset allocation analysis & reporting, cash flow, net worth reporting, income tax planning, estate planning, insurance planning, and more. The CA role requires interfacing with clients to determine client needs and expectations, and to communicate to clients as necessary. The CA develops reports that explain complex asset allocation, performance and risk management concepts to clients using the companys proprietary portfolio accounting and reporting software or other applicable system. Handling issues of account management, such as new relationships, trading, investment subscription documents, and daily account activity are important. The CA must be able to reassess priorities as situations arise for multiple clients, and work with other team members to provide back-up and fill-in to balance workloads as needed.

Responsibilities:
  • Prepare key documents and financial reports for client meetings (consolidated net worth, consolidated asset allocation, consolidated performance reporting, cash flow analysis, income tax projections, estate plan summaries & flowcharts, P&C insurance summaries, etc.).
  • Liaise with other teams such as Operations, Technology, Investment Solutions Group, to ensure client accounts are compliant and deliverables are timely and accurate.
  • Coordinate with clients outside financial professionals (T&E Attorneys, CPAs, etc.) to ensure client goals & objectives are achieved in an efficient, timely manner.
  • Coordinate with other team members to proof reports and deliver them, with execution instructions, in time for client meetings.
  • Perform one-off financial research requests using third-party data and software, and internal systems. This can include research regarding investment due diligence, tax and estate planning regulations, etc.
  • Handle operational aspects of client accounts including assisting with preparation and review of new account paperwork & subscription documents, money movements, trading, etc.
  • Keep Client Advisors apprised of the status of client relationships and related tasks; escalate client issues as appropriate.
  • Field general questions from clients, manage client expectations by properly balancing needs and resources with deliverables, and escalate new client requests to ensure proper scope of services is addressed.
  • Serve as back-up to other Associates when necessary.
  • Maintain a sense of ownership and accountability for the clients the CA services; communicate clearly, maintain careful records, have attention to detail and follow compliance policies and procedures.
Qualifications:
  • A BA/BS is required; degree/coursework in Finance, Accounting, Economics or Statistics preferred. Non-finance majors with relevant experience are welcome to apply. Strong academic performance
  • 2-4 years prior customer service experience within banking or finance industry, or equivalent experience, preferred
  • Experience in actual account servicing roles, including on-boarding of new accounts, is a particular plus
  • Series 7 and 66 licenses required
Skills:
  • Basic understanding of investments and/or portfolio reporting and related terminology
  • Highly proficient in Microsoft Office with emphasis on Excel; ability to use Excel to organize, analyze, present and report on client information; Word, Access and PowerPoint a plus
  • Ability to work well independently and as a part of a team
  • Ability to multi-task and be able to reassess priorities as situations arise
  • Detail-oriented and attention to accuracy and meeting deadlines
  • Excellent inter-personal skills
  • Ability to exercise discretion with confidential matters
  • Strong communication skills, both written and verbal
  • Ability to express ideas clearly and concisely


Compensation Range:

The anticipated base salary range for this role is $65,000 to $80,000. Base salary for the role will depend on several factors, including a candidates qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure:

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, Rockefeller) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (protected characteristics).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

  • Client Relations Specialist

    2 weeks ago

    Saratoga Springs, New York, United States Park Personnel Services, Inc. Full time

    Position OverviewAre you passionate about connecting with individuals on a daily basis? Do you find fulfillment in building new relationships and assisting others? If you excel at creating strong connections with clients and colleagues, this role is ideal for you.Park Personnel Services, Inc. is in search of a remarkable individual who excels in...

  • Client Relations Associate

    2 weeks ago

    Silver Springs, United States 3eight, inc Full time

    Job DescriptionJob DescriptionAt our company, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall improved...

  • Salon Stylist/Associate

    3 days ago

    Saratoga Springs, New York, United States Complexions Inc Full time

    Job Opportunity**About Complexions Inc**Complexions Inc is a dynamic and innovative salon and spa that values creativity, teamwork, and client satisfaction. We are seeking a talented and artistic hair stylist or associate to join our team.**Job Summary**We offer a unique opportunity for a hair stylist or associate to grow and advance in a boutique salon...

  • Client Relations Associate

    3 months ago

    Western Springs, United States Stretch Zone Full time

    Health, Wellness and Fitness Professionals Compensation / Perks:  $10 -$15 per hour High-energy atmosphere Career growth opportunities Continuing education opportunities Employment Type: Front Desk Associate Are you seeking a position that allows you to use your administrative and customer service skills to make a difference in the lives of others?...

  • Client Services Associate

    2 weeks ago

    Sandy Springs, United States PrideStaff Full time

    Client Services AssociateHours: M-F, 8 am - 5 pm Pay Rate: $20-29 / hr (depending on experience) Location: Atlanta, GA - 30342 PrideStaff, a nationally recognized staffing company, is looking for a Client Services Associate to provide operational and administrative support for a financial advisory practice in the Sandy Springs / Buckhead area. Day-to-day...

  • Client Support Associate

    2 weeks ago

    Palm Springs, California, United States Domino's Franchise Full time

    Position: Client Support AssociateAt Domino's Franchise, we pride ourselves on our commitment to integrity, openness, and responsibility. We are seeking enthusiastic individuals to become part of our team and assist us in delivering outstanding customer service along with our renowned food offerings. As a Client Support Associate, you will be instrumental in...

  • Client Relations Associate

    3 months ago

    Western Springs, United States Stretch Zone - 1109 Full time

    Job DescriptionJob DescriptionBenefits:Flexible scheduleFree uniformsPaid time offHealth, Wellness and Fitness ProfessionalsCompensation / Perks:$10 -$15 per hourHigh-energy atmosphereCareer growth opportunitiesContinuing education opportunitiesEmployment Type: Front Desk AssociateAre you seeking a position that allows you to use your administrative and...

  • Food Service Associate

    2 days ago

    Saratoga Springs, New York, United States SGA Talent Full time

    Job Summary:SGA Talent is a hospitality-focused staffing group seeking a Food Service Associate to support our clients at various events. As a Food Runner, you will be responsible for providing excellent service to guests and ensuring a smooth experience for our clients.Key Responsibilities:Deliver food and beverages to guests in a timely and efficient...

  • Client Services Associate

    2 weeks ago

    Colorado Springs, Colorado, United States Navy Federal Credit Union Full time

    Position OverviewThe Client Services Associate plays a crucial role in delivering exceptional service to both existing and potential clients of Navy Federal Credit Union. This position is dedicated to ensuring that members are well-informed about the comprehensive suite of financial products and services available.Key ResponsibilitiesAssist members in...

  • Client Relations Associate

    1 week ago

    Sand Springs, Oklahoma, United States Allstate Insurance Agency - Rupesh Parekh Full time

    Job OverviewJoin the Allstate Insurance Agency - Rupesh Parekh, a prominent provider of insurance solutions dedicated to safeguarding our clients' interests and delivering peace of mind. We are committed to offering outstanding customer support and tailored insurance options designed to meet the specific requirements of every individual and business we...

  • Client Relations Associate

    1 week ago

    Coral Springs, Florida, United States VCA Full time

    Position OverviewWe are looking for a dedicated Customer Care Specialist to become a vital part of our team at VCA Animal Hospitals. Our mission is to prioritize the health of your pets while delivering exceptional service to our clients. Every interaction is an opportunity to surpass the expectations of pet owners.Your RoleAs the initial point of contact at...

  • AV Operations Associate

    3 weeks ago

    Saratoga Springs, United States cb20 Full time

    Job DescriptionJob DescriptionSalary: $55-70Kcb20 is the Capital Region’s solution provider of choice for organizations that value IT and Managed Services expertise and category-leading customer service.  We are an organization that puts Customers first, acts with Integrity, embraces innovation and values Self-Development and Contribution to our...

  • Litigation Associate Attorney

    2 weeks ago

    Saratoga Springs, New York, United States LIPPES MATHIAS LLP Full time

    Position OverviewLippes Mathias LLP, established in 1965, is a comprehensive legal practice with a strong presence across 15 offices and a team of nearly 200 attorneys. Our firm thrives on a distinctive culture that emphasizes collaboration, collegiality, and unwavering support for our employees. We pride ourselves on approaching legal challenges with...

  • Sales Associate

    2 months ago

    Saratoga Springs, United States Chico's Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...

  • Part-time Sales Associate

    3 days ago

    Saratoga Springs, New York, United States Chico's FAS Full time

    Job Summary:The Sales Associate is a key member of our retail team, responsible for promoting a customer and product-focused sales culture in our stores. As a Sales Associate, you will be expected to provide exceptional customer service, maintain a thorough knowledge of our products, and contribute to a positive and inclusive store environment.Key...

  • Client Service

    10 hours ago

    Winter Springs, United States Mosaic Wealth Management Group, Inc Full time

    Mosaic Wealth Management Group is a boutique financial advising firm that takes a relationship-based approach to client service, considering much more than just the numbers. Our office is innovative, caring, and driven by a commitment to our clients. Summary of Essential Duties The Client Service & Operations Associate plays a crucial role in supporting...

  • Client Service

    18 hours ago

    Winter Springs, United States Mosaic Wealth Management Group, Inc Full time

    Mosaic Wealth Management Group is a boutique financial advising firm that takes a relationship-based approach to client service, considering much more than just the numbers. Our office is innovative, caring, and driven by a commitment to our clients. Summary of Essential Duties The Client Service & Operations Associate plays a crucial role in supporting...

  • Part-time Sales Associate

    3 months ago

    Saratoga Springs, United States Chico's FAS Full time

    **Part-time Sales Associate - Chico's** Job Ref#: 4527 Brand: Chico's Category: Retail Sales Associate Job Type: Part-time Location: Two Congress Park, Saratoga Springs, NY Employment Type: Part-time Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality. **POSITION OBJECTIVE:** The Sales...

  • Salon Jr Stylist/Associate

    4 months ago

    Saratoga Springs, United States Complexions Inc Full time

    Job DescriptionJob DescriptionDescription:Complexions Salon and Spa is looking for a talented, artistic and energetic hair stylist or associate to join our fun and innovative team! We have openings for full time positions starting immediately. We have a boutique salon work environment at Complexions, that works as a team to help you grow and advance while...

  • Especialista en servicio al cliente en tienda

    3 weeks ago

    Saratoga Springs, United States Sherwin-Williams Full time

    Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay...