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Wealth Management Associate

2 months ago

Chicago, Illinois, United States Rockefeller Financial Full time

About Rockefeller Financial:

Rockefeller Financial is a premier independent advisory firm, established in 2018, with roots tracing back to 1882 as the family office of John D. Rockefeller. Our firm specializes in providing strategic financial 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 the latest reporting, we manage $133 billion in client assets.

Position Overview:

We are currently seeking a dedicated individual to join our Private Advisor team within the Rockefeller Global Family Office division as a Client Associate. This role is integral to our operations, as the Client Associate will collaborate closely with Private Advisor team members and engage directly with high-net-worth clients. The ideal candidate will embody professionalism, demonstrate meticulous attention to detail, and possess exceptional communication, organizational, time management, and problem-solving skills. A strong desire for personal and professional growth is essential.

Key Responsibilities:
  • Facilitate account opening and ongoing maintenance.
  • Manage asset transfers and monetary transactions.
  • Assist in completing investment subscription documentation.
  • Oversee cash management and Required Minimum Distributions (RMDs).
  • Support clients with online access inquiries.
  • Address account activity and statement-related questions.
  • Assist clients during significant life events.
  • Perform administrative tasks as required.
  • Deliver exceptional service to clients and manage the administration of client accounts.
  • Handle operational duties related to 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.
  • Manage client cashiering requests, including 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 and secure necessary management approvals.
  • Review daily activities and reconcile client transactions against 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 necessary 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:
  • 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:
  • 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 Suite, particularly Excel and PowerPoint.

Equal Opportunity Statement:
Rockefeller Financial 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.

Rockefeller Financial participates in the E-Verify program in compliance with applicable laws.