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Client Associate

4 months ago

Cincinnati, 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:

The Client Associate actively supports our Private Advisor Team in our Cincinnati office with all aspects related to client account operational activity, asset allocation, and account oversight and reporting. The Client Associate often serves as a direct point of contact for client related inquiries handling issues of account management, such as on-boarding, new relationships, and daily account activity. This role is a key member of the collaborative, team-centric approach to client servicing across the Family Office.

Responsibilities:

Partners with team members on the creation of all client materials, including custom books, projections, Monte Carlo simulations, and reporting
Assists with processing wires, trades, and account openings
Handles all client paperwork, including the organization and maintenance of client files electronically
Gather and manage various forms of client data (i.e., tax information, investment information, etc.) to support the team in the effective planning of client service strategy
Preparing and coordinating tax projections and quarterly estimated payments
Preparing and filing tax returns for clients
Provide advice regarding estate planning documents and considerations
Responsible for providing excellent customer service by responding to all client questions and inquiries in a timely and professional manner.

Qualifications:

Bachelor's Degree required
2 to 3 years of relevant experience
SIE, Series 7 and Series 66 Required
Experience with NFS, Wealthscape, Tamarac, and/or Addepar preferred.

Skills:

Excellent communication and presentation skills
Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
Comfort working with numbers and strong ability to synthesize and work with large data sets
Strong attention to detail with excellent analytical skills
High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion

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.