Client Associate Specialist
2 weeks ago
About Rockefeller Capital Management:
Rockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Originally founded as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to high-net-worth individuals and families, institutions, and corporations from offices in multiple markets throughout the United States and Europe. The Firm oversees $133 billion in client assets.
Job Description
The Client Associate (CA) plays a crucial role in supporting Private Advisors with various tasks related to client account operational activity, asset allocation, and account oversight and reporting. This position requires interfacing with clients to determine their needs and expectations, and communicating with them as necessary. The CA must prioritize and complete daily deliverables for the Private Advisor, using proprietary portfolio accounting and reporting software or other applicable systems.
Responsibilities:
- Handle operational aspects of client accounts, including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions.
- Liaise with other teams, such as Operations and Technology, as well as external investment sponsors, to review daily processing of data in relevant relationship accounts, ensuring accurate, complete, and timely reporting deliverables.
- Coordinate with team members to proof reports and deliver them, with execution instructions, in time for client meetings.
- Perform one-off financial research requests using third-party data and software, and internal systems.
- Keep Private Advisors and Senior Associates informed of client relationships and related tasks; escalate client issues as appropriate.
- Field general questions from clients, manage client expectations by balancing needs and resources with deliverables, and escalate new client requests to ensure proper scope of services.
- Serve as backup to other Associates when necessary.
- 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.
Qualifications
A Bachelor's degree in Finance, Accounting, Economics, or Statistics is preferred. Non-finance majors with relevant experience are welcome to apply. Strong academic performance and prior customer service experience within banking or finance industry are desired. Experience in actual account servicing roles, including on-boarding of new accounts, is a plus. A Series 7 license is required or passing the licensing exam within six months of hire.
Salary Range
$80,000 - $120,000 per year, depending on experience and qualifications.
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