Client Services Specialist

2 weeks ago

Greenwich, Connecticut, United States Rockefeller Financial Full time
About Rockefeller Capital Management

Rockefeller Capital Management is a premier independent financial advisory firm, established in 2018. With roots dating back to 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

We are looking for a dedicated individual to join our Private Advisor team within the Rockefeller Global Family Office as a Client Services Specialist. This role is pivotal in fostering relationships with high-net-worth clients and supporting our Private Advisor team.

Key Responsibilities

Operational Duties:
  • Facilitate account opening and maintenance by preparing necessary documentation for client signatures and ensuring completion and approval.
  • Complete investment subscription forms and verify funding status.
  • Address account activity and client inquiries across various custodians, including requests related to money movement, trading, and tax documentation.
  • Assist clients with online access to their accounts.
Investment Support:
  • Prepare materials for client meetings, including investment reports and agendas.
  • Upload monthly account reports to designated client portals.
  • Attend and document internal and external manager calls, sharing insights with the team.
Client Relationship Management:
  • Coordinate outreach for client meetings.
  • Organize pre-meetings with the Rockefeller Capital Management team to ensure thorough preparation.
  • Attend meetings, take notes, and distribute action items as necessary.
  • Manage team communications, including market updates, client events, and holiday greetings; maintain communication lists for marketing and events.
Qualifications
  • 1-3 years of experience in client service within the financial sector or a related field is preferred.
  • Series 7 and 66 licenses are strongly preferred; candidates should be willing to obtain them if not already held.
  • A Bachelor’s degree is required.
Skills
  • Exceptional client-facing and interpersonal skills.
  • Detail-oriented with strong organizational and prioritization abilities.
  • Ability to thrive in a fast-paced environment while managing multiple tasks effectively.
  • Proficient in Microsoft Office Suite, particularly Excel and PowerPoint.
  • Familiarity with eMoney financial planning software is a plus.
Equal Opportunity Statement

Rockefeller Capital Management is an equal opportunity employer and does not discriminate based on any protected characteristics as defined by applicable federal, state, or local laws. We participate in the E-Verify program in specific locations as required by law.

  • Client Services Specialist

    2 weeks ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job Overview and ResponsibilitiesServe as the primary contact for Interactive Brokers' elite clientele, which includes financial advisors, premium retail clients, financial institutions, and hedge funds, aiming to deliver effective solutions to their inquiries while adhering to all established policies and procedures.Manage and resolve issues with a focus on...

  • Client Relationship Specialist

    2 weeks ago

    Greenwich, Connecticut, United States Rockefeller Financial Full time

    Rockefeller Financial: Established as a leading independent financial advisory firm, Rockefeller Financial has a legacy that spans over a century. Originally founded as the family office of John D. Rockefeller, the firm now offers expert guidance to affluent individuals, families, institutions, and corporations across various markets in the United States and...

  • Client Integration FIX Specialist

    22 hours ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job SummaryWe are seeking a highly skilled Technical Integration Specialist to join our team at Interactive Brokers. As a Technical Integration Specialist, you will be responsible for interacting with clients, vendors, sales, service desks, legal & compliance, software developers, network engineers and other operation teams to integrate and maintain client...

  • Travel Nurse RN

    3 days ago

    Greenwich, Connecticut, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in an Intermediate Care setting. As a travel nurse, you will have the opportunity to work in a dynamic and challenging environment, providing high-quality patient care and collaborating with a multidisciplinary team.Key ResponsibilitiesProvide direct patient care to...

  • Client Services Liaison

    3 days ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job DescriptionJob Summary: We are seeking a highly skilled Client Services Liaison to join our team at Interactive Brokers. As a Client Services Liaison, you will be responsible for providing exceptional customer service to our top-tier clients, including financial advisers, premium retail customers, financial institutions, and hedge funds.Key...

  • Client Services Liaison

    5 days ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job DescriptionKey Responsibilities:Act as a liaison to high-net-worth clients, including financial advisors, premium retail customers, financial institutions, and hedge funds, providing solutions to inquiries while adhering to all policies, practices, and procedures.Manage complex problems with a focus on wide-scale service issues, utilizing core...

  • Client Integration Specialist

    3 days ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job DescriptionAbout Interactive BrokersInteractive Brokers Group is a leading global financial services company that has been at the forefront of trading innovation for over four decades. We pride ourselves on being a technology-driven company that challenges the status quo and offers our clients the best trading platform with the most sophisticated...

  • Veterinary Client Service Coordinator

    2 weeks ago

    Greenwich, Connecticut, United States United Veterinary Care Full time

    Veterinary Client Service Coordinator at United Veterinary CareIf you are enthusiastic about providing exceptional customer service and have a genuine affection for animals, this role at United Veterinary Care as a Veterinary Client Service Coordinator is an excellent fit for you. We are seeking a detail-oriented and skilled receptionist to become part of...

  • Porsche Client Relations Coordinator

    2 weeks ago

    Greenwich, Connecticut, United States New Country Porsche Of Greenwich Full time

    Porsche Customer Experience Specialist at New Country Porsche Of GreenwichIf you thrive on engaging with individuals, possess outstanding communication skills, and are committed to delivering exceptional customer service, we invite you to explore a role with us at New Country Porsche Of Greenwich. We are in search of a Porsche Customer Experience Specialist...

  • Guest Services Specialist

    2 weeks ago

    Greenwich, Connecticut, United States SSC, Inc Full time

    Guest Services Specialist Job DescriptionSSC, Inc. is in search of a committed Guest Services Specialist to enhance our team. In this role, you will be instrumental in maintaining the safety and security of the properties we oversee. We are looking for candidates who possess outstanding customer service abilities, effective communication skills, and a keen...

  • Client Support Specialist

    1 week ago

    Greenwich, Connecticut, United States Libertas Funding LLC Full time

    Become a Part of Our CommunityAt Libertas Funding LLC, we prioritize creative problem-solving, adaptability, and exceptional customer support.Our VisionWe aim to be the leading provider of specialized financing solutions tailored for small and medium-sized enterprises.CommitmentWe take ownership of our responsibilities and are dedicated to achieving positive...

  • Residential Cleaning Specialist

    2 weeks ago

    Greenwich, Connecticut, United States Two Maids Full time

    Join our team as a Residential Cleaning Specialist!We offer attractive compensation, mileage reimbursements, and performance bonuses.Reliable transportation and a valid driver's license are essential.We are in search of enthusiastic individuals who are dedicated to delivering outstanding service to our clients at Two Maids & A Mop. The ideal candidate should...

  • Animal Care Reception Specialist

    1 week ago

    Greenwich, Connecticut, United States United Veterinary Care Full time

    Animal Care Reception Specialist at United Veterinary CareIf you are enthusiastic about providing exceptional customer service and have a genuine affection for animals, consider joining United Veterinary Care as an Animal Care Reception Specialist. We seek a meticulous and skilled receptionist to become part of our dynamic team in a busy veterinary emergency...

  • Senior Tax Specialist

    2 weeks ago

    Greenwich, Connecticut, United States Creative Financial Staffing Full time

    About Creative Financial Staffing: A reputable family-operated accounting practice. Engaging opportunities to work directly with clients and explore various tax domains. Clear pathways for career progression. Access to ongoing professional development and training. Comprehensive benefits package offered.Key Responsibilities of the Senior Tax...

  • Administrative Support Specialist

    1 day ago

    Greenwich, Connecticut, United States Gainor Staffing Full time

    Gainor Staffing is seeking a highly skilled and detail-oriented Administrative Support Specialist to join our team on a temporary basis. As a key member of our team, you will provide exceptional client service and administrative support to our clients.Key Responsibilities:Provide exceptional client service and support to our clientsAssist with daily office...

  • Senior Java Developer

    4 days ago

    Greenwich, Connecticut, United States Solomon Page Group Full time

    About the RoleWe are seeking a highly skilled Senior Java Developer to join our team at Solomon Page Group. As a key member of our Web Portal team, you will play a crucial role in designing, developing, and maintaining our Web API platform.Key ResponsibilitiesCollaborate with business and internal teams to add new features and interfaces as requiredWrite...

  • Senior Accounting Specialist

    2 weeks ago

    Greenwich, Connecticut, United States Creative Financial Staffing Full time

    Senior Accounting SpecialistAbout Creative Financial Staffing: A reputable family-owned financial services firm. Engage directly with clients and explore diverse accounting fields. Clear pathways for career growth and development. Opportunities for ongoing professional education. Comprehensive benefits package available.Key Responsibilities: Preparation of...

  • Office Support Specialist

    1 week ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job OverviewAbout Interactive BrokersInteractive Brokers Group has consistently led the way in trading innovation, beginning with the creation of the first handheld computer for floor trading in 1983. We take pride in being a technology-driven company that challenges conventional practices. Our commitment is to provide clients with the most advanced trading...

  • Client Financial Strategist

    2 weeks ago

    Greenwich, Connecticut, United States Edward Jones Full time

    Opportunity OverviewAt a pivotal moment in your career? Consider a position as a financial advisor. As a financial advisor, you will collaborate with clients to help them realize their long-term financial aspirations, including retirement planning, wealth accumulation, estate management, educational funding, and more. Joining Edward Jones means developing...

  • Client Relationship Manager

    2 weeks ago

    Greenwich, Connecticut, United States Phaxis Full time

    Position Overview: Phaxis, a prominent firm in Asset Management focusing on private wealth services, is seeking a seasoned Client Advisor to join our dynamic team. This role is pivotal in nurturing and sustaining client relationships through proactive communication and the seamless delivery of tailored services to individuals, families, trusts, and...