Current jobs related to Client Associate - Jackson - Rockefeller Financial
-
Client Relationship Associate
3 weeks ago
Jackson, Wyoming, United States Bank of Montreal Full timeRole Overview:The Associate Banker is responsible for delivering outstanding service to customers and potential clients of BMO. This role involves identifying customer requirements and providing tailored advice on financial solutions that align with their best interests.Key Responsibilities:Collaborate effectively within the branch and with BMO partners to...
-
Employee Benefits Client Associate
4 months ago
Jackson, United States Ross & Yerger Insurance, Inc. Full timeJob DescriptionJob DescriptionLooking for a Career and not just a job? Come join a Top 100 independent insurance agency working from our Jackson, MS headquarters or our Tupelo office. The Employee Benefits Client Associate supports the Employee Benefit Department in all aspects of new business placement, renewal, and service throughout the policy term. ...
-
Client Relationship Associate
3 weeks ago
Jackson, Wyoming, United States Bank of Montreal Full timeRole Overview:The Associate Banker is responsible for delivering outstanding service to customers and prospects of BMO. This role involves identifying customer needs and providing informed advice on financial solutions that align with their best interests.Key Responsibilities:Collaborate with branch colleagues and BMO partners to enhance the customer...
-
Travel Nurse RN Labor and Delivery Specialist
2 weeks ago
Jackson, Mississippi, United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled Labor and Delivery Registered Nurse to join our team at HealthEcareers - Client. As a Labor and Delivery Registered Nurse, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Job ResponsibilitiesProvide direct patient care to laboring women and their newbornsAssess and manage...
-
Local Contract Nurse RN
1 week ago
Jackson, Mississippi, United States HealthEcareers - Client Full timeJob SummaryWe are seeking a skilled Med Surg Contract Nurse RN to join our team at HealthEcareers - Client. As a Med Surg Contract Nurse RN, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Key ResponsibilitiesProvide direct patient care to Med Surg patients, including administering medications, performing...
-
Travel Interventional Radiology Technologist
1 week ago
Jackson, Mississippi, United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled Interventional Radiology Technologist to join our team at HealthEcareers - Client. As a key member of our healthcare team, you will be responsible for providing high-quality patient care and technical expertise in a fast-paced radiology environment.Job SummaryProvide technical assistance to radiologists and other...
-
Traveling Radiologic Technologist
1 week ago
Jackson, Mississippi, United States HealthEcareers - Client Full timeJob Title: Traveling Radiologic TechnologistWe are seeking a skilled Traveling Radiologic Technologist to join our team at HealthEcareers - Client. As a key member of our diagnostic imaging team, you will be responsible for operating imaging equipment to produce high-quality diagnostic images.Job Summary:Operate CT scanners and other imaging equipment to...
-
Interventional Radiology Technologist
2 weeks ago
Jackson, Mississippi, United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled Interventional Radiology Technologist to join our team at HealthEcareers - Client. As a key member of our healthcare team, you will be responsible for providing high-quality patient care and technical expertise in the field of interventional radiology.Job SummaryThe successful candidate will have a strong background in...
-
Traveling Radiologic Technologist
1 week ago
Jackson, Mississippi, United States HealthEcareers - Client Full timeJob Title: Traveling Radiologic TechnologistWe are seeking a skilled Traveling Radiologic Technologist to join our team at HealthEcareers - Client. As a key member of our diagnostic imaging team, you will be responsible for operating imaging equipment to produce high-quality diagnostic images.Job SummaryThe Traveling Radiologic Technologist will work closely...
-
Client Services Associate I
3 weeks ago
Jackson, Mississippi, United States Trustmark Full timePosition Overview:The Customer Contact Representative I plays a crucial role in delivering exceptional service by addressing inquiries related to personal account details and associated products within an inbound contact center environment. This position emphasizes the importance of providing a superior service experience through attentive listening,...
-
Travel Ultrasound Technologist
2 weeks ago
Jackson, Mississippi, United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled Ultrasound Technologist to join our team at HealthEcareers - Client. As a key member of our healthcare team, you will be responsible for performing diagnostic ultrasound procedures to aid in the diagnosis and treatment of various medical conditions.Job ResponsibilitiesOperate and maintain ultrasound equipment to produce...
-
Wealth Management Client Coordinator
4 months ago
Jackson, United States First Horizon Bank Full timeSummary The Wealth Management Client Coordinator will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator helps gauge and enhance client satisfaction and...
-
Client Relations Specialist
3 weeks ago
Jackson, Mississippi, United States Snap-on Full timePosition Overview:This role is for a Client Relations Specialist focused on Industrial Sales.About Us:At Snap-on Industrial, our dedicated team of Sales Solutionists excels in delivering tailored solutions to our esteemed "Business Partners." We prioritize understanding our clients' unique needs and crafting specific strategies to address them.Throughout the...
-
Client Service Rep
3 weeks ago
Jackson, United States American Esoteric Laboratories Full timeJob Functions, Duties, Responsibilities and Position Qualifications:Multi-tasking is your middle name. You’ve got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career.Join our team...
-
Wealth Management Client Service Representative
2 weeks ago
Jackson, Mississippi, United States First Horizon Bank Full timeJob SummaryThe Wealth Management Client Coordinator will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator helps gauge and enhance client satisfaction and...
-
Client Service Associate
3 weeks ago
Jackson, Nebraska, United States Bosselman Pump & Pantry Full timePosition Overview:JOIN OUR DEDICATED TEAMYour browser does not support the video tag.Competitive Starting Wage - $15.00 Per HourThe Customer Service Representative plays a crucial role in delivering exceptional service to our patrons in a swift, professional, and courteous manner, adhering to all food safety protocols.Bosselman Pump & Pantry provides...
-
Client Relations Associate
3 weeks ago
Jackson, Mississippi, United States Evan Spooner - State Farm Agent Full timeAbout the Company:Evan Spooner - State Farm Agent presents a unique opportunity to become part of their dedicated team. As a vital member of the agency, you will gain insights into the essential qualities of a successful State Farm Agent.Position Overview:Join our efforts to cultivate and strengthen customer connections within the community while promoting...
-
Client Service Rep
4 weeks ago
Jackson, United States Sonic Healthcare USA Full timeJob Functions, Duties, Responsibilities and Position Qualifications:Multi-tasking is your middle name. You've got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. You're also looking for great benefits, the support of an all-star team, and an opportunity to grow your career.Join our...
-
Client Support Specialist
3 weeks ago
Jackson, Ohio, United States Kentucky Department for Public Health Full timePosition Overview:This role serves as a vital support function within the Kentucky Department for Public Health, providing essential assistance to various health programs. The incumbent will engage with the public, manage communications, and ensure efficient operations within the department.Key Responsibilities:As a Support Service Associate, your duties...
-
Client Service Rep
4 weeks ago
Jackson, United States American Esoteric Laboratories Full timeJob Functions, Duties, Responsibilities and Position Qualifications:Multi-tasking is your middle name. You’ve got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career.Join our team...
Client Associate
4 months ago
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 will work with?our Private Advisor?team members?and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.?
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, posting daily cash activity, and entering trade instructions
Generate expense reports for submission using Concur
Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
Support marketing efforts by promoting client seminars and events
Offer administrative and office management support to the team
Prepare client correspondence, obtain necessary management approvals, and transmit
Review daily activity and reconcile current client activity, funds transfers and previous days activity and trades against various clearing firm systems to ensure accuracy
Oversee client insurance and annuities processes
Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
Attend client meetings as necessary and present client performance
Complete necessary filing and maintain client files
Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
Additional duties as assigned
1-3 years prior client service experience within financial industry, or equivalent experience, preferred
Series 7 & 66 strongly preferred, and if not, willing to obtain
CFP designation preferred
BA/BS degree
Skills: Strong client facing, interpersonal, organizational, and client service skills
Detail-oriented with ability to prioritize and organize workflow
Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
Strong Microsoft Office skills including Excel & PowerPoint
Experience with eMoney financial planning software preferred
?
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.
