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Client Associate

4 months ago

Bellevue, 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 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

Qualifications:

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
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 a plus

Compensation Range:

?

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.