Client Services Associate

2 months ago

Carmel, Indiana, United States Rockefeller Financial Full time

About Rockefeller Capital Management:

Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations across 30 markets in the United States and an office in London. As of the latest reporting, the firm manages $133 billion in client assets.

Position Overview:

We are currently seeking a dedicated individual to join our Private Advisor team within the Rockefeller Global Family Office as a Client Associate. This role is integral to our operations, providing direct support to our Private Advisor team and engaging with high-net-worth clients. The ideal candidate will embody professionalism, exhibit meticulous attention to detail, and possess strong communication, organizational, and problem-solving skills. This position offers an opportunity for personal and professional growth.

Key Responsibilities:

- Facilitate account opening and ongoing maintenance
- Manage asset transfers and financial transactions
- Complete investment subscription documentation
- Oversee cash management and required minimum distributions (RMDs)
- Assist clients with online access and inquiries regarding account activity and statements
- Address life events impacting client accounts
- Conduct administrative tasks as required
- Deliver exceptional service to clients and ensure thorough administration of client accounts
- Handle operational tasks related to client accounts, including performance reporting and trade instructions
- Generate expense reports utilizing Concur
- Process new accounts and maintain existing ones, ensuring all necessary approvals and documentation are secured
- Manage client cashiering requests, including money market redemptions and wire transfers
- Support marketing initiatives by promoting client seminars and events
- Provide administrative and office management assistance to the team
- Prepare client correspondence and secure necessary management approvals
- Review daily activities and reconcile client transactions with clearing firm systems
- Oversee processes related to client insurance and annuities
- Assist in the preparation of essential documents, presentations, and reports for client meetings
- Attend client meetings as needed and present performance updates
- Maintain organized client files and ensure compliance with regulatory training requirements
- Undertake additional duties as assigned.

Qualifications:

- 1-3 years of prior client service experience in the financial sector or equivalent experience is preferred
- Series 7 and 66 licenses are strongly preferred; candidates should be willing to obtain these if not already held
- Bachelor’s degree (BA/BS) is required.

Skills:

- Exceptional client-facing and interpersonal skills
- Detail-oriented with the ability to prioritize and manage workflow effectively
- Capacity to thrive in a fast-paced, high-intensity environment while managing multiple tasks
- Proficient in Microsoft Office, particularly Excel and PowerPoint
- Familiarity with eMoney financial planning software is a plus.

Equal Opportunity Statement:

Rockefeller Capital Management is an equal opportunity employer and does not discriminate based on 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 protected characteristic.

Rockefeller Capital Management participates in the E-Verify program as required by law.

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