Current jobs related to Client Relationship Specialist - Walnut Creek, California - Rockefeller Financial
-
Client Relationship Manager
3 weeks ago
Walnut Creek, California, United States AXA SA Full timeJob Title: Client Relationship LeaderAt AXA XL, we're seeking a seasoned Client Relationship Leader to join our team. As a key member of our account management team, you'll be responsible for nurturing and cultivating long-term client relationships with strategic accounts.Key Responsibilities:Know Your Client Holistically: Develop a deep understanding of...
-
Client Relationship Manager
2 days ago
Walnut Creek, California, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Client Manager to join our team at City National Bank. As a Client Manager, you will be responsible for retaining and growing client relationships through high-touch service and delivering investment analysis, financial planning, and customized credit solutions to individuals and families within a specific...
-
Client Relationship Manager
4 weeks ago
Walnut Creek, California, United States Mutual of America Full timeClient Relationship ManagerMutual of America is seeking a skilled Client Relationship Manager to join our team in San Francisco, CA. As a key member of our sales team, you will be responsible for building and maintaining long-term relationships with clients and key personnel, managing day-to-day operations and servicing of group retirement plan clients, and...
-
Client Relationship Manager
2 months ago
Walnut Creek, California, United States Gallagher Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Relationship Manager to join our team at Gallagher. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, building strong relationships, and driving business growth.Key ResponsibilitiesManage a portfolio of client accounts,...
-
Client Relationship Manager
2 weeks ago
Walnut Creek, California, United States Mutual of America Full timeJob Title: Client Relationship ManagerAt Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and...
-
Relationship Manager
4 weeks ago
Walnut Creek, California, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Relationship Manager to join our team at City National Bank. As a Relationship Manager, you will be responsible for developing and managing relationships with commercial clients in assigned business segments and geographic areas.Key ResponsibilitiesDevelop and manage relationships with commercial clients to identify...
-
Relationship Banker
1 week ago
Walnut Creek, California, United States City National Bank Full timeJob SummaryWe are seeking a skilled Relationship Banker to join our team at City National Bank. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, identifying business opportunities, and providing exceptional customer service.Key ResponsibilitiesContribute to overall branch sales efforts and...
-
Relationship Banker
2 weeks ago
Walnut Creek, California, United States City National Bank Full timeJob SummaryWe are seeking a skilled Relationship Banker to join our team at City National Bank. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesContribute to overall branch sales efforts and...
-
Relationship Manager
2 weeks ago
Walnut Creek, California, United States City National Bank Full timeJob Title: Relationship ManagerCity National Bank is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for developing and maintaining relationships with commercial clients in the assigned business segment and/or geographic areas.Key Responsibilities:Identify and develop profitable relationships with...
-
Relationship Manager
2 weeks ago
Walnut Creek, California, United States Principal Financial Services, Inc. Full timeAbout the RoleWe are seeking a skilled Relationship Manager to join our Institutional Trust and Custody Customer Care team. As a key member of our team, you will develop lasting relationships with advisors, plan sponsors, finance contacts, trustees, and third-party administrators in our institutional space.Key ResponsibilitiesCollaborate with plan sponsors...
-
Senior Relationship Strategist
4 weeks ago
Walnut Creek, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team. As a key member of our organization, you will be responsible for developing and executing relationship management plans to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead or support client...
-
Relationship Manager II
3 weeks ago
Walnut Creek, California, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group is seeking a skilled Relationship Manager II to join our Healthcare Business Banking organization in Walnut Creek, CA. As a key member of our team, you will be responsible for coordinating relationship management activities with new and/or existing clients to grow sales, revenue, and market share.Key...
-
Senior Relationship Strategist
1 month ago
Walnut Creek, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team. As a key member of our organization, you will be responsible for developing and executing strategies to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead client management activities with clients...
-
Relationship Manager II
1 month ago
Walnut Creek, California, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a skilled Relationship Manager II to join our Healthcare Business Banking organization in Walnut Creek, CA. As a key member of our team, you will be responsible for coordinating relationship management activities with new and/or existing clients to grow sales, revenue, and market share.Key...
-
Relationship Manager II
3 weeks ago
Walnut Creek, California, United States The PNC Financial Services Group, Inc Full timeJob Title: Relationship Manager IIAt The PNC Financial Services Group, Inc, we are committed to delivering exceptional customer experiences and building long-term relationships with our clients. As a Relationship Manager II, you will play a critical role in growing our business and driving revenue growth.Key Responsibilities:Develop and maintain strong...
-
Relationship Manager II
1 month ago
Walnut Creek, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a skilled Relationship Manager II to join our Healthcare Business Banking organization in Walnut Creek, CA.This role is responsible for coordinating relationship management activities with new and/or existing clients to grow sales, revenue, and market share. The ideal candidate will have a strong...
-
Relationship Manager II
2 weeks ago
Walnut Creek, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Relationship Manager II to join our Healthcare Business Banking organization in Walnut Creek, CA.The successful candidate will be responsible for coordinating relationship management activities with new and/or existing clients to grow sales, revenue, and market share....
-
Business Banking Loan Specialist
4 weeks ago
Walnut Creek, California, United States Mechanics Bank Full timeBusiness Banking Loan SpecialistMechanics Bank is seeking a skilled Business Banking Loan Specialist to support our Relationship Managers in providing exceptional service to our clients. As a key member of our Business Banking team, you will be responsible for analyzing creditworthiness, structuring loan packages, and maintaining strong relationships with...
-
Client Service Executive
2 months ago
Walnut Creek, California, United States Gallagher Full timeAbout the RoleWe are seeking a highly skilled Client Service Executive to join our global brokerage team at Gallagher. As a key member of our team, you will be responsible for growing existing relationships and delivering high-quality service to both internal and external clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...
-
Client Manager
4 weeks ago
Walnut Creek, California, United States Marsh & McLennan Companies Full timeJob SummaryWe are seeking a highly skilled Client Manager to join our team at Marsh & McLennan Agency. As a Client Manager, you will be responsible for managing client relationships, developing and implementing benefit strategies, and providing exceptional customer service.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...
Client Relationship Specialist
2 months ago
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 adapted to provide strategic guidance 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 March 31, 2024, the firm manages $133 billion in client assets.
Position Overview:
A dedicated Private Advisor team within our Rockefeller Global Family Office division is in search of a driven individual to enhance its expanding team as a Client Associate. The Client Associate will collaborate closely with our Private Advisor team members and engage directly with high-net-worth clients, although this role will not involve direct client interaction for the initial year. The ideal candidate will embody the practice's professionalism, demonstrating meticulous attention to detail, strong communication abilities, organizational skills, time management, and problem-solving capabilities, with a commitment to personal and professional growth.
Key Responsibilities:
- Facilitate account opening and ongoing maintenance.
- Manage asset transfers and monetary transactions.
- Complete investment subscription documentation.
- Oversee cash management and Required Minimum Distributions (RMDs).
- Assist clients with online access.
- Address inquiries regarding account activity and statements.
- Manage client life events.
- Perform administrative tasks as required.
- Deliver exceptional service to clients while managing the administration of client accounts.
- Handle operational elements of client accounts, including reporting on holdings and investment performance, daily cash activity, and trade instructions.
- Generate expense reports for submission.
- Process new accounts and maintain existing ones, ensuring all necessary approvals and documentation are completed.
- Manage client cashiering requests, including money market redemptions, wires, checks, and deposits.
- Support marketing initiatives by promoting client seminars and events.
- Provide administrative and office management assistance to the team.
- Prepare client correspondence, secure necessary approvals, and ensure transmission.
- Review daily activities and reconcile client transactions against various systems for accuracy.
- 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 necessary and present performance updates.
- Maintain organized client files and complete necessary filing.
- Participate in compliance and continuing education training as mandated.
- Perform additional duties as assigned.
Qualifications:
- 1-3 years of prior client service experience in the financial sector or equivalent.
- Possession of Series 7 and 66 licenses is required.
- A BA/BS degree is necessary.
Skills:
- Exceptional client-facing and interpersonal skills.
- Detail-oriented with the ability to prioritize and manage workflow effectively.
- Able to thrive in a fast-paced, high-intensity environment while managing multiple tasks with frequent interruptions.
- Proficient in Microsoft Office, particularly Excel and PowerPoint.
- Experience with eMoney financial planning software is advantageous.
Compensation Range:
The anticipated base salary for this position ranges from $60,000 to $70,000, influenced by the candidate's qualifications, skills, competencies, and experience. This role may also be eligible for additional variable compensation programs. Rockefeller Capital Management provides a comprehensive benefits package, including health coverage, vacation time, paid leave, retirement plans, and more.
Equal Opportunity Employment:
Rockefeller Capital Management is an equal opportunity employer, committed to diversity and inclusion. We do 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.
