Client Services Associate

2 weeks ago

Walnut Creek, California, United States Rockefeller Financial Full time

About Rockefeller Capital Management:

Rockefeller Capital Management, founded in 2018, stands as a premier independent financial advisory firm. Originally established in 1882 as the family office of John D. Rockefeller, the firm has transformed 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 is looking for a proactive individual to fill the role of Client Associate. This position involves collaborating closely with our Private Advisor team members and engaging directly with high-net-worth clients, although it is important to note that this role will not involve direct client interaction for the first year. The ideal candidate will embody the essence of the practice, demonstrating meticulous attention to detail, exceptional communication, organizational, time management, and problem-solving abilities, and a strong desire for 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 to their accounts.
  • 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 responsibilities for client accounts, including reporting on holdings and investment performance, processing daily cash activities, and executing trade instructions.
  • Generate expense reports for submission.
  • Process new accounts and maintain existing ones, ensuring all necessary approvals and documentation are complete.
  • Handle all 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, securing necessary management approvals.
  • Review daily activities and reconcile client transactions against various clearing firm systems for accuracy.
  • Oversee processes related to client insurance and annuities.
  • Assist in the preparation of key documents, presentations, and reports for client meetings.
  • Attend client meetings as needed and present performance updates.
  • Maintain organized client files and complete necessary filing.
  • Participate in compliance and continuing education training as mandated by regulatory agencies and the firm.
  • Perform additional duties as assigned.

Qualifications:

  • 1-3 years of prior client service experience in the financial sector or equivalent experience.
  • Possession of Series 7 and 66 licenses is required.
  • A BA/BS degree is necessary.

Skills:

  • Strong interpersonal, organizational, and client service 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 a plus.

Compensation:
The anticipated base salary range for this position is $60,000 to $70,000. The final salary will depend on various factors, including the candidate's qualifications, skills, competencies, and experience, and may vary from the stated range. This role may also be eligible for additional variable compensation programs. Rockefeller Capital Management offers a comprehensive benefits package, including health coverage, vacation time, paid leave, retirement plans, and more.

Equal Opportunity Employer:
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 under applicable law.

E-Verify Participation:
Rockefeller Capital Management participates in the E-Verify program in certain locations as required by law.

  • Client Service Liaison

    5 days ago

    Walnut Creek, California, United States Banfield Full time

    About the Role:The Client Service Coordinator plays a vital role in driving the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team, and ensuring good communication with associates and clients. This position is responsible for coordinating the care of clients and pets in a happy, welcoming, friendly, and...

  • Client Relationship Associate

    1 week ago

    Walnut Creek, California, United States Rockefeller Financial Full time

    About Rockefeller FinancialRockefeller Financial is a premier independent advisory firm that has been providing exceptional financial services since its inception. With a rich history dating back to 1882, the firm has transformed into a leading provider of strategic counsel for ultra- and high-net-worth individuals, families, institutions, and corporations...

  • Client Services Coordinator

    2 weeks ago

    Walnut Creek, California, United States Catalight Full time

    The Client Services Coordinator (CSC) reports to an Assistant Manager within the Catalight Care Services Family of Companies. The CSC is tasked with establishing a care team and scheduling for a designated number of clients. This role involves assessing practitioner availability to create a client team based on client needs and independently presenting it to...

  • Client Services Coordinator

    2 weeks ago

    Walnut Creek, California, United States Catalight Full time

    The Client Services Coordinator (CSC) operates under the supervision of an Assistant Manager within the Catalight Care Services Family of Companies. The CSC is tasked with forming a dedicated care team and establishing schedules for a specified number of clients. This role involves assessing practitioner availability to assemble a client team that aligns...

  • Client Services Coordinator

    2 weeks ago

    Walnut Creek, California, United States Catalight Full time

    The Client Services Coordinator (CSC) operates under the supervision of an Assistant Manager within the Catalight Care Services Family of Companies. The CSC is tasked with creating a care team and schedule for a designated number of clients. This role involves evaluating practitioner availability to assemble a client team based on client needs and...

  • Travel Imaging Technologist

    2 days ago

    Walnut Creek, California, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Imaging Technologist to join their team. As a Diagnostic Imaging Specialist, you will be responsible for operating imaging equipment to produce high-quality diagnostic images.Key ResponsibilitiesOperate CT scanners and other imaging equipment to produce high-quality diagnostic imagesPosition...

  • Client Sales Representative

    2 weeks ago

    Walnut Creek, California, United States Marsh & McLennan Companies Full time

    Company: Marsh & McLennan CompaniesPosition Overview: The Sales Associate is responsible for delivering engaging sales presentations while managing a portfolio of small, low-risk accounts. This role requires a proactive approach to generating sales through frequent outreach and relationship building.Key Responsibilities:Conduct cold outreach to potential...

  • Client Relationship Specialist

    2 weeks ago

    Walnut Creek, California, 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 adapted to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations...

  • Client Relationship Specialist

    7 days ago

    Walnut Creek, California, United States Marsh & McLennan Companies Full time

    Company: Marsh & McLennan CompaniesPosition Overview: The Sales Associate is responsible for delivering compelling sales presentations while managing a portfolio of small, low-risk accounts. This role involves a high volume of sales activities aimed at generating significant business opportunities.Key Responsibilities:Conduct cold outreach to potential...

  • Client Relationship Specialist

    2 weeks ago

    Walnut Creek, California, United States Marsh & McLennan Companies Full time

    Company: Marsh & McLennan CompaniesPosition Overview: The Sales Associate is responsible for delivering impactful sales presentations while managing a portfolio of small, low-risk accounts. This role requires a proactive approach to generating sales opportunities through effective outreach and relationship management.Key Responsibilities:Conduct cold...

  • Client Relationship Manager

    5 days ago

    Walnut Creek, California, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a skilled Relationship Manager II to join our team. As a key member of our Healthcare Business Banking organization, you will be responsible for building and maintaining strong relationships with clients to drive business growth and revenue.Key Responsibilities:Client Relationship Management: Develop and...

  • Client Relations Manager

    2 weeks ago

    Walnut Creek, California, United States Keadjian Full time

    Client Relations ManagerKeadjian Associates, a prominent strategic communications and management consulting firm, is on the lookout for a full-time, seasoned client relations manager to join our team. The ideal candidate should have a minimum of five years of experience in corporate communications. Prior experience in a public relations agency, public...

  • PBO Assistant Manager

    4 days ago

    Walnut Creek, California, United States First Republic Full time

    About the RoleWe are seeking a highly skilled PBO Assistant Manager to join our team at First Republic. As a key member of our Preferred Banking Offices team, you will play a critical role in supporting our clients' banking needs and developing long-term relationships through exceptional, personalized service.Key ResponsibilitiesSupport sales and business...

  • Client Relations Coordinator

    2 weeks ago

    Walnut Creek, California, United States Kasdan Turner Thomson Booth LLP Full time

    Job OverviewClient Relations Coordinator sought to oversee the front desk operations, facilitate property evaluations, and act as the firm's representative during inspections for a prominent plaintiff law firm. Key responsibilities include managing incoming calls, maintaining data in spreadsheets and databases, procuring office supplies, and handling mail...

  • Luxury Sales Associate

    14 hours ago

    Walnut Creek, California, United States ACCUR Recruiting Services Full time

    About Our ClientObjectiveOur client is a luxury watch and fine jewelry store seeking a skilled sales professional to provide exceptional customer service and sell high-end products.ResponsibilitiesDevelop and maintain a loyal client base through personalized service and product knowledge.Meet or exceed individual monthly sales targets by effectively...

  • Client Relations Specialist

    2 weeks ago

    Walnut Creek, California, United States SkinSpirit Full time

    About SkinSpirit:Celebrating two decades of excellence, SkinSpirit stands as a premier destination for aesthetic skincare and body treatments, boasting over 40 locations nationwide.Our team of highly trained professionals is recognized as the best in the industry, delivering personalized service with safe, effective, and medically-proven treatments to...

  • Investment Client Advisor

    2 weeks ago

    Walnut Creek, California, United States Fidelity Investments Full time

    Job Overview Investment Client Advisor At Fidelity Investments, we recognize that as an Investment Client Advisor, you play a pivotal role in shaping the branch environment, serving as the primary representative of our firm. Your commitment to integrity and transparency will foster client loyalty and engagement, allowing you to build enduring positive...

  • Client Care Specialist

    2 weeks ago

    Walnut Creek, California, United States JumpstartMD Full time

    Job OverviewYour Next Opportunity: Client Care SpecialistREPORTS TO: Clinical ManagerCLASSIFICATION: Full-time, non-exempt (35+ hours a week)SCHEDULE: Tuesday - Saturday, 6:50am - 2:00pm, with occasional later hours for internal meetings and inventory management.LOCATION: RemoteDUTIES & RESPONSIBILITIESDynamic Frontline Engagement:Serve as the welcoming...

  • Client Relations Specialist

    2 weeks ago

    Walnut Creek, California, United States Banfield Full time

    POSITION OVERVIEWThe Client Service Coordinator (CSC) plays a pivotal role in managing the flow of clients and their pets within the veterinary facility. This position is essential in optimizing the efficiency of the veterinary medical team, ensuring effective communication between staff and clients, and coordinating comprehensive care for both clients and...

  • Financial Advisor Associate

    7 days ago

    Walnut Creek, California, United States Mission Wealth Management LP Full time

    Job OverviewAs a recognized leader in the wealth management sector, Mission Wealth Management LP is seeking a dedicated Financial Advisor Associate to contribute to our esteemed team. Our firm is celebrated for its commitment to excellence and community involvement, making it an ideal environment for professionals eager to advance their careers.The ideal...