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Client Relationship Manager

4 months ago

Bridgeport, 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: An Advisor team?within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager.?The Client Relationship Manager will work with?our Rockefeller Global Family Office 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: Assisting senior advisors in preparing deliverables and participating in client meetings Communicating with clients on both a scheduled and an ad hoc basis Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team Ongoing coordination with clients CPAs and attorneys regarding balance sheet management Taking lead responsibility for quarterly reviews for a segment of the existing client base Looking for opportunities to expand, deepen and grow existing relationships Eventually taking responsibility for financial planning and other related analyses Qualifications:

Minimum 6 years of relevant experience Bachelors degree, with a business/finance focus preferred Series 7 and 66 licenses required CFP is required Proficiency in Microsoft Office suite Skills:

Strong interpersonal, organizational, and client service skills Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude Demonstrated initiative and ability to work independently Strong quantitative, qualitative, and technical skills Ability to prioritize tasks and meet deadlines Strong attention to detail and recognition of critical issues

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.

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