Client Associate Professional
4 days ago
About Rockefeller Capital Management: A leading financial advisory services firm with a rich history dating back to 1882. We provide strategic advice to ultra- and high-net-worth individuals, institutions, and corporations from offices in the United States and London. With $133 billion in client assets as of March 31, 2024, we are committed to delivering exceptional results.
Job Description:The Investment Support Specialist plays a crucial role in supporting Private Advisors with various tasks related to client account operational activity, asset allocation, and account oversight. This includes interfacing with clients to determine their needs and expectations, communicating with clients as necessary, and maintaining accurate records.
The ideal candidate will have a strong academic background, preferably in Finance, Accounting, Economics, or Statistics, and prior experience in customer service within the banking or finance industry. Strong communication skills, attention to detail, and the ability to work independently and as part of a team are essential.
Responsibilities:
- Handle operational aspects of client accounts, including reporting on account holdings and investment performance
- Liaise with other teams, such as Operations and Technology, to ensure accurate and timely reporting deliverables
- Coordinate with team members to proof reports and deliver them in time for client meetings
- Perform one-off financial research requests using third-party data and software
- Educate clients on complex asset allocation, performance, and risk management concepts
Estimated Salary: $60,000 - $80,000 per annum.
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