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Client Services Associate

2 months ago

Chicago, Illinois, United States Rockefeller Financial Full time

About Rockefeller Capital Management:

Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 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 reports, the firm manages approximately $133 billion in client assets.

Position Overview:
A dedicated team within our Rockefeller Global Family Office division is on the lookout for a proactive individual to join as a Client Associate. This role involves close collaboration with our Private Advisor team and direct interaction with high-net-worth clients. The ideal candidate will embody the practice's values, demonstrating meticulous attention to detail, strong communication abilities, and excellent organizational and problem-solving skills. A commitment to personal and professional growth is essential.

Key Responsibilities:

  • Facilitate account openings and ongoing maintenance.
  • Manage asset transfers and oversee monetary transactions.
  • Assist in completing investment subscription documentation.
  • Handle cash management and required minimum distributions (RMDs).
  • Support clients with online access inquiries.
  • Address account activity and statement questions.
  • Manage client life events and provide administrative support as needed.
  • Deliver exceptional service to clients while managing the administration of their accounts.
  • Oversee operational aspects of client accounts, including reporting on holdings and performance, daily cash activity, and trade instructions.
  • Generate expense reports using Concur.
  • Process new accounts and maintain existing ones, ensuring all documentation is complete and approved.
  • Handle 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 obtain necessary approvals.
  • Review daily activities and reconcile client transactions against clearing firm systems for accuracy.
  • Oversee client insurance and annuity processes.
  • Assist in the preparation of key 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 required.
  • Perform additional duties as assigned.

Qualifications:

  • 3-10 years of prior client service experience in the financial sector or equivalent experience preferred.
  • Series 7 and 66 licenses preferred.
  • Bachelor's degree required.

Skills:

  • Exceptional client-facing and interpersonal skills.
  • Detail-oriented with the ability to prioritize and organize tasks 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.

Disclosure:
Rockefeller Capital Management is an equal opportunity employer and does not discriminate based on any protected characteristics. The firm participates in the E-Verify program in certain locations as required by law.