Client Service Associate

1 week ago

Cincinnati, Ohio, United States Rockefeller Financial Full time
About Rockefeller Financial

Rockefeller Financial is 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.

Job Summary

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.

Key Responsibilities
  • Client Onboarding and Maintenance: Ensure seamless account opening and maintenance processes for high-net-worth clients.
  • Asset Transfers and Cash Management: Efficiently transfer assets and manage cash movements for clients.
  • Investment Subscription Documents: Complete investment subscription documents and ensure timely processing.
  • Cash Management and RMDs: Manage cash and Required Minimum Distributions (RMDs) for clients.
  • Client Online Access: Assist clients with online access and ensure smooth navigation.
  • Account Activity and Statement Inquiries: Respond to client inquiries regarding account activity and statements.
  • Life Events: Manage life events, such as births, deaths, and marriages, for clients.
  • Administrative Support: Provide administrative support to the team as needed.
  • Client Service: Deliver top-quality service to clients and complete administration of client accounts.
  • Operational Support: Handle operational aspects of client accounts, including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions.
  • Expense Reports: Generate expense reports for submission using Concur.
  • Account Maintenance: Process new accounts and account maintenance, ensuring all necessary approvals and client documentation are in place.
  • Cashiering Requests: Process client cashiering requests, including money market redemptions, wires, checks, journals, and check deposits.
  • Marketing Support: Support marketing efforts by promoting client seminars and events.
  • Office Management: Offer administrative and office management support to the team.
  • Client Correspondence: Prepare client correspondence, obtain necessary management approvals, and transmit.
  • Account Reconciliation: Review daily activity and reconcile current client activity, funds transfers, and previous days' activity and trades against various clearing firm systems to ensure accuracy.
  • Client Insurance and Annuities: Oversee client insurance and annuities processes.
  • Document Preparation: Assist in preparation of key documents, PowerPoint presentations, and reports for client meetings.
  • Client Meetings: Attend client meetings as necessary and present client performance.
  • Filing and Record-Keeping: Complete necessary filing and maintain client files.
  • Compliance and Training: Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.
Requirements
  • Experience: 1-3 years prior client service experience within the financial industry, or equivalent experience.
  • Education: BA/BS degree.
  • Professional Certifications: Series 7 & 66 strongly preferred, and if not, willing to obtain.

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