Client Service Associate

2 months ago

Chesterfield, Missouri, United States Rockefeller Financial Full time

About Rockefeller Financial:

Rockefeller Financial is a leading independent financial advisory services firm that provides strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. With a presence in 30 markets throughout the United States and an office in London, the Firm oversees $133 billion in client assets.

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 Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients.

Responsibilities:

  • Account opening and maintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Generate expense reports for submission using Concur
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Support marketing efforts by promoting client seminars and events
  • Offer administrative and office management support to the team
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Review daily activity and reconcile current client activity, funds transfers and previous days activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
  • Attend client meetings as necessary and present client performance
  • Complete necessary filing and maintain client files
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned

Qualifications:

  • 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
  • Series 7 & 66 strongly preferred, and if not, willing to obtain
  • BA/BS degree

Skills:

  • Strong client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with eMoney financial planning software a plus

  • Client Associate

    2 months ago

    Chesterfield, Missouri, United States Rockefeller Financial Full time

    About Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm. Originally founded as a family office, the Firm has evolved to offer strategic advice to high-net-worth individuals and families, institutions, and corporations. The Firm oversees significant client assets and has a presence in multiple markets...

  • Client Associate

    2 weeks ago

    Chesterfield, Missouri, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. 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...

  • Client Services Liaison

    1 week ago

    Chesterfield, Missouri, United States Mercy Full time

    At Mercy, we are seeking a highly skilled Client Services Liaison to join our team. In this role, you will provide exceptional support to clients, patients, and clinics, ensuring seamless interactions and resolving any issues that may arise.Key Responsibilities:Provide subject matter expertise on sales and marketing strategies to clients and internal...

  • Client Services Liaison

    4 weeks ago

    Chesterfield, Missouri, United States Mercy Full time

    Job SummaryWe are seeking a highly skilled Client Services Coordinator to join our team at Mercy. As a key member of our operations team, you will be responsible for providing exceptional support to our clients, patients, and clinics.Key ResponsibilitiesProvide subject matter expertise on sales and marketing, manage client relations, and act as a liaison for...

  • Private Client Advisor

    2 months ago

    Chesterfield, Missouri, 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...

  • Sales Associate

    2 weeks ago

    Chesterfield, Missouri, United States Knitwell Group Full time

    About UsAt Knitwell Group, we're committed to empowering women to lead the lives they love. Our brand embodies the spirit, heritage, and confidence of American women, providing them with everything they need to feel inspired and motivated. Our effortlessly polished styles are thoughtfully designed to go anywhere, from the office to special occasions.Position...

  • Sales Associate

    4 weeks ago

    Chesterfield, Missouri, United States DIFILIPPO Full time

    Join DIFILIPPO as a Sales AssociateWe are seeking a highly motivated and results-driven Sales Associate to join our team. As a Sales Associate, you will be responsible for developing and maintaining relationships with existing clients, identifying new business opportunities, and leading a small team to achieve sales goals.Key Responsibilities:Service...

  • Customer Service Stock Associate

    4 days ago

    Chesterfield, Missouri, United States Dierbergs Markets Full time

    Are you passionate about delivering exceptional customer experiences and maintaining a well-stocked store? As a Customer Service Stock Associate at Dierbergs Markets, you will play a vital role in ensuring our customers' satisfaction and have a positive impact on our store's success. Job SummaryAs a Customer Service Stock Associate, you will assist...

  • Cashier & Front End Services Associate

    4 weeks ago

    Chesterfield, Missouri, United States Wal-Mart Stores , Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Cashier & Front End Services Associate to join our team at Walmart. As a key member of our store team, you will play a vital role in providing exceptional customer service and ensuring a positive shopping experience for our customers.Key ResponsibilitiesProvide excellent customer service,...

  • Sales Associate

    2 months ago

    Chesterfield, Missouri, United States Michael Kors Full time

    Job SummaryWe are seeking a highly motivated and fashion-forward Sales Associate to join our team at Michael Kors. As a Sales Associate, you will be responsible for providing exceptional customer service, driving sales growth, and maintaining a high level of product knowledge.Key ResponsibilitiesSales GenerationMeet sales goals and targetsUtilize sales and...

  • Senior Client Experience Manager

    1 month ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Position OverviewAs a Senior Client Experience Specialist, you will lead and execute targeted client experience initiatives in support of US Markets and Latin America to maximize opportunities to engage with clients. You will work under supervisory oversight to develop and execute plans that identify strategies in support of business objectives, provide...

  • Senior Client Experience Specialist

    2 weeks ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Position OverviewAs a key member of our team, you will lead and execute targeted client experience initiatives to maximize opportunities for engagement with clients. This will involve developing and executing plans to strengthen client relationships, drive revenue growth, and connect sales enablement and thought leadership. You will work closely with...

  • Senior Client Experience Manager

    2 weeks ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Job SummaryWe are seeking a highly skilled Senior Client Experience Specialist to lead and execute targeted client experience initiatives in support of US Markets and Latin America. The successful candidate will be responsible for developing and executing comprehensive plans to engage with clients, drive revenue growth, and strengthen client...

  • Cashier & Front End Services Associate

    2 weeks ago

    Chesterfield, Missouri, United States Wal-Mart Stores , Inc. Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Cashier & Front End Services Associate to join our team at Walmart. As a key member of our store team, you will play a vital role in providing exceptional customer service and ensuring a positive shopping experience for our customers.Key ResponsibilitiesProvide excellent customer service by...

  • Customer Service Representative

    6 days ago

    Chesterfield, Missouri, United States Massage Envy Full time

    Overview:We're seeking a skilled Customer Service Representative to join our team at Massage Envy Chesterfield. As a key member of our staff, you'll be responsible for delivering exceptional customer experiences and promoting the value of Total Body Care.Perks and Benefits:Competitive base pay, plus bonuses and commissionsMatching 401(k) planEmployee...

  • Sales and Customer Service Representative

    1 month ago

    Chesterfield, Missouri, United States Massage Envy Full time

    About the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Sales and Customer Service Associate. As a key member of our team, you will be responsible for delivering exceptional customer experiences and promoting the value of Total Body Care.Key ResponsibilitiesProvide outstanding customer service and ensure every...

  • Sales and Customer Service Representative

    2 weeks ago

    Chesterfield, Missouri, United States Massage Envy Full time

    About the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Sales and Customer Service Associate. As a key member of our team, you will be responsible for delivering exceptional customer experiences and promoting the value of Total Body Care.Key ResponsibilitiesProvide outstanding customer service and ensure every...

  • Retail Sales Associate

    6 days ago

    Chesterfield, Missouri, United States Burlington Full time

    Customer Service ExpertWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Burlington Stores, Inc. As a key ambassador of our brand, you will be responsible for delivering exceptional customer service, maintaining a clean and organized sales floor, and supporting the management team with day-to-day store...

  • Associate Controls Engineer

    2 weeks ago

    Chesterfield, Missouri, United States Wunderlich-Malec Full time

    Job Title: Associate Controls EngineerWunderlich-Malec Engineering is a 100% employee-owned ESOP and one of the largest and most well-established engineering companies in the United States. As an Associate Controls Engineer, you will be part of a team that works with Fortune 500 clients, is an ENR Top 500 firm, and is rated in the top three System Integrator...

  • Associate Controls Engineer

    2 weeks ago

    Chesterfield, Missouri, United States Wunderlich-Malec Engineering Full time

    Job Title: Associate Controls EngineerWunderlich-Malec Engineering is a 100% employee-owned ESOP and one of the largest and most well-established engineering companies in the United States. We are seeking an Associate Controls Engineer to join our team in our St. Louis office.Key Responsibilities:Design, develop, and implement control systems to meet...