Client Operations Associate
4 weeks 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 Operations Associate. The Client Operations Associate will actively support the Private Advisor team with various tasks related to client account operational activity, asset allocation and account oversight, and reporting.
The Client Operations Associate will be responsible for prioritizing and completing daily deliverables for the Private Advisors and Client Associates, using the companys proprietary portfolio accounting, and reporting software and other applicable systems. The Client Operations Associate will maintain client accounts, verify data, and develop reports that explain complex asset allocation, performance, and risk management concepts to clients. Handling issues of account management, such as new relationships and onboarding, performance reporting, and daily account activity, will be highly important in this role.
Responsibilities: Serve as back-up to other team Client Associates
Preparing performance reports using Tamarac
Assists with administrative tasks as needed processing wires, journals, other asset movement
Assist with account openings and onboarding processes
Assisting with financial planning and projections
Working with LinkedIn
Managing the insurance policy process
Responsible for submitting expense reports and BDA using Concur
Assist with annual tax reporting and gathering documents during tax season
Organize and follow-up on regularly scheduled client meetings
Execute special projects as assigned
Interacting with clients on a regular basis by answering phones, e-mails and coordinating meetings in the utmost respectful and professional manner
Handle operational aspects of client accounts including reporting on account holdings and investment performance, and posting daily cash activity
Liaise with other teams such as Operations, Technology, as well as external investment sponsors, to review daily processing of data in the relevant relationship accounts thus ensuring that reporting deliverables are accurate, complete, and timely
Work with Private Advisors, Client Associates, and other internal colleagues to prepare, proof and print client presentations, marketing collateral and other important materials for client-related meetings
Keep Private Advisor and Senior Associates apprised of the status of client relationships and related tasks; escalate client issues as appropriate
Maintain and archive documents in an organized digital filing system
Maintain contact database to ensure contacts are accurate and up to date
Perform one-off financial research requests using third-party data and software, and internal systems
Maintain a sense of ownership and accountability for the clients the CA services; communicate clearly, maintain careful records, have attention to detail and follow compliance policies and procedures
Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.
Use available technology to appropriately improve processes
Send multi-recipient communications utilizing a customer relationship management system
Gather and manage various forms of client data (i.e., tax information, investment information, etc.) to support the client team in the effective planning of client service strategy
Bachelors degree preferred
Previous experience in a complex and fast-paced office is preferred
1-4 years of work experience at a financial services firm with Executive support desired but not required
Excellent interpersonal and communication skills to interact with external clients and multiple levels of staff and management
Detail-oriented and resourceful with excellent organizational and project-management skills
Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines
Strong verbal and written communication skills
General knowledge base of basic finance and investment principals is a plus
High proficiency in Microsoft Office Outlook, Word, Excel and PowerPoint
Strong work ethic and a hunger to continuously grow and improve
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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