Private Client Advisor

7 days ago

Chesterfield, Missouri, United States Rockefeller Financial Full time

About Rockefeller Financial:

Rockefeller Financial is a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets.

**Position:**

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

**Responsibilities:**
  • Account opening and maintenance
  • Transferring assets and money movement
  • Completing investment subscription documents
  • Cash management & RMDs
  • Assisting with client online access
  • Responding to account activity and statement inquiries
  • Managing life events
  • Administrative work as needed
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
  • Generate expense reports for submission using Concur
  • Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
  • Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
  • Support marketing efforts by promoting client seminars and events
  • Offer administrative and office management support to the team
  • Prepare client correspondence, obtain necessary management approvals, and transmit
  • Review daily activity and reconcile current client activity, funds transfers and previous days activity and trades against various clearing firm systems to ensure accuracy
  • Oversee client insurance and annuities processes
  • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
  • Attend client meetings as necessary and present client performance
  • Complete necessary filing and maintain client files
  • Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
  • Additional duties as assigned
**Qualifications:**
  • 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
  • Series 7 & 66 strongly preferred, and if not, willing to obtain
  • BA/BS degree
**Skills:**
  • Strong client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with eMoney financial planning software a plus
**Equal Opportunity Employer:** Rockefeller Financial is an equal opportunity employer and does not discriminate on the basis of 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 basis protected by applicable federal, state or local law (protected characteristics).

  • Client Service Associate

    7 days ago

    Chesterfield, Missouri, United States Rockefeller Financial Full time

    About Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm that provides strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. With a presence in 30 markets throughout the United States and an office in London, the Firm oversees $133 billion in client...

  • Client Associate

    4 days ago

    Chesterfield, Missouri, United States Rockefeller Financial Full time

    About Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm. Originally founded as a family office, the Firm has evolved to offer strategic advice to high-net-worth individuals and families, institutions, and corporations. The Firm oversees significant client assets and has a presence in multiple markets...

  • Client Relationship Manager

    2 weeks ago

    Chesterfield, Missouri, United States Hubstaff Full time

    The Client Relationship Manager (CRM) will be tasked with actively engaging clients and acting as a trusted advisor, fostering retention and strong utilization of our products. This role is essential for Hubstaff to assist clients in achieving their objectives through our solutions while driving revenue growth.The CRM will cultivate client relationships that...

  • Financial Services Professional

    2 weeks ago

    Chesterfield, Missouri, United States Syntegra Private Wealth Group Full time

    About Syntegra Private Wealth GroupSyntegra Private Wealth Group is a leading investment advisory firm dedicated to delivering exceptional client experiences and helping individuals achieve their financial goals.Job SummaryWe are seeking a highly skilled Certified Public Accountant (CPA) to join our team as a Tax Accountant. This is a full-time on-site role...

  • Financial Services Professional

    2 weeks ago

    Chesterfield, Missouri, United States Syntegra Private Wealth Group Full time

    About Syntegra Private Wealth GroupSyntegra Private Wealth Group is a leading investment advisory firm dedicated to delivering exceptional client experiences and helping individuals achieve their financial goals.Job SummaryWe are seeking a highly skilled and experienced Certified Public Accountant (CPA) to join our team as a Tax and Accounting Specialist....

  • Branch Office Administrator

    7 days ago

    Chesterfield, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.Key ResponsibilitiesClient Relationship Management:...

  • Taxation and Accounting Specialist

    2 weeks ago

    Chesterfield, Missouri, United States Syntegra Private Wealth Group Full time

    We are seeking a skilled Certified Public Accountant (CPA) or CPA candidate to enhance our financial services. Your primary responsibilities will include the preparation of tax returns, management of accounting tasks, and providing financial guidance related to tax strategies. Experience in business taxation is advantageous.Key Responsibilities:1. Prepare...

  • Experienced Public Accountant

    2 weeks ago

    Chesterfield, Missouri, United States Syntegra Private Wealth Group Full time

    We are seeking a skilled Certified Public Accountant (CPA) or CPA candidate to enhance our financial services. Your primary responsibilities will include the preparation of tax returns, management of accounting functions, and providing strategic financial advice related to tax optimization. Experience in business taxation is advantageous.Key...

  • Tax Compliance Specialist

    2 weeks ago

    Chesterfield, Missouri, United States Syntegra Private Wealth Group Full time

    We are seeking a qualified Certified Public Accountant (CPA) or CPA candidate to enhance our financial services. In this role, you will oversee the preparation of tax filings, manage accounting operations, and provide insightful financial guidance related to tax strategies. Experience in business taxation is advantageous.Key Responsibilities:Prepare and...

  • Head of Securities Operations

    1 week ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Position Overview The Securities Operations division is integral to the investment lifecycle, overseeing a variety of asset strategies including fixed income, private equity, and commercial mortgage loans. The Director of Securities Operations - Private Assets will be tasked with managing essential daily operations for the firm's diverse portfolio, which is...

  • Head of Securities Operations

    2 weeks ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Position Overview The Securities Operations division is integral to the investment lifecycle, overseeing essential asset strategies including fixed income, middle market bank loans, direct senior, mezzanine, and private equity, as well as equity real estate joint ventures, commercial mortgage loans, and lifetime mortgages. The Director of Securities...

  • Head of Securities Operations

    1 week ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Position Overview The Securities Operations division is integral to the investment lifecycle, overseeing vital asset strategies including fixed income, private equity, and commercial mortgage loans. The Director of Securities Operations - Private Assets will be responsible for the essential daily operations of the firm's diverse portfolio, which is managed...

  • Senior Medicaid Management Information Systems Consultant

    2 weeks ago

    Chesterfield, Missouri, United States S2 Tech Full time

    Senior Medicaid Management Information Systems ConsultantLocation: RemoteAbout Us: S2Tech is a dynamic IT consulting firm dedicated to exceeding client expectations through exceptional performance and innovation. We pride ourselves on fostering an employee-centric environment and have established ourselves as a premier provider of both technical and business...

  • Senior Investment Operations Analyst

    2 weeks ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Position Overview PD&E Investments RGA's Private Debt and Equity division actively engages in investments within middle market and lower middle market buyout funds as a Limited Partner. Additionally, we provide adaptable capital to facilitate leveraged buyouts, recapitalizations, add-on acquisitions, and growth financing. Our offerings include...

  • Senior Operations Analyst, PD&E Investments

    1 week ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Position Overview PD&E Investments RGA's Private Debt and Equity division is actively engaged in investing in middle market and lower middle market buyout funds as a Limited Partner. We also provide adaptable capital to facilitate leveraged buyouts, recapitalizations, add-on acquisitions, and growth financing. Our investment solutions encompass...

  • Senior Operations Analyst, PD&E

    2 weeks ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Position Overview PD&E Investments RGA's Private Debt and Equity division is actively engaged in investing in middle market and lower middle market buyout funds as a Limited Partner. Additionally, we provide flexible capital to facilitate leveraged buyouts, recapitalizations, add-on acquisitions, and growth capital initiatives. Our investment solutions...

  • Business Development Manager

    7 days ago

    Chesterfield, Missouri, United States Marsh & McLennan Companies Full time

    About the RoleWe are seeking a highly skilled Business Development Manager to join our Employee Health & Benefits team at Marsh McLennan Agency. As a key member of our team, you will be responsible for managing an assigned book of business, working closely with our Employee Health & Benefits Consultant and account management team to provide consultative...

  • Senior Business Analyst

    5 hours ago

    Chesterfield, Missouri, United States RGA Reinsurance Company Full time

    Job SummaryWe are seeking a highly skilled Senior Business Analyst to join our Investment Operations team at RGA Reinsurance Company. As a key member of our team, you will be responsible for providing operational support for all private debt and equity activities.Key ResponsibilitiesMonitor and process capital call and distribution requests for fund...

  • Senior Financial Planning

    2 weeks ago

    Chesterfield, Missouri, United States Rabobank Gruppe Full time

    As a key member of the Finance and Treasury division, you will serve as the primary source of financial management information for the North America region.Our Vision:Be part of a vibrant, innovative, and collaborative atmosphere where your insights are valued and you engage in a range of compelling projects.Your Role:In the capacity of a Senior FP&A...

  • Traveling Speech Therapist

    4 days ago

    Chesterfield, Missouri, United States MedPro Healthcare Allied Staffing Full time

    Job SummaryMedPro Healthcare Allied Staffing is seeking a skilled Speech Language Pathologist to join our team for a travel assignment in a reputable healthcare facility.Job ResponsibilitiesAssess patient needs and develop individualized treatment plans to address speech, language, and swallowing deficits.Provide skilled speech therapy services, including...