Client Associate

4 weeks ago

Paramus, 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:
  • Provide top quality service to clients and complete administration of client accounts
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
  • Review daily activity and reconcile current client activity, funds transfers and previous days activity and trades against various clearing firm systems to ensure accuracy
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Support marketing efforts by promoting client seminars and events
  • Generate expense reports for submission using Concur
  • Offer administrative and office management support to the team
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
  • 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 preferred, or obtain within 6 months
  • 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



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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