Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...
Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...
Position A Private Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate.The Client Associate will ...
Position A Private Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate.The Client Associate will ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Position A Private Advisor team within Rockefeller Global Family Office is seeking a highly detailoriented and processdriven individual to join its growing team as a Client Associate. This role is ...
Position A Private Advisor team within Rockefeller Global Family Office is seeking a highly detailoriented and processdriven individual to join its growing team as a Client Associate. This role is ...
Client Associate
Atlanta, GA · On-site
Position A Private Advisor team within Rockefeller Global Family Office is seeking a highly detail-oriented and process-driven individual to join its growing team as a Client Associate. This role is ...
Client Associate
Atlanta, GA · On-site
Position A Private Advisor team within Rockefeller Global Family Office is seeking a highly detail-oriented and process-driven individual to join its growing team as a Client Associate. This role is ...
Position A Private Advisor team within Rockefeller Global Family Office is seeking a highly detail-oriented and process-driven individual to join its growing team as a Client Associate. This role is ...
Position A Private Advisor team within Rockefeller Global Family Office is seeking a highly detail-oriented and process-driven individual to join its growing team as a Client Associate. This role is ...
The Private Client Tax Managing Director serves as a trusted advisor and member of various client ... Reviewing and managing projects prepared by tax associates and seniors * Effectively delegating ...
The Private Client Tax Managing Director serves as a trusted advisor and member of various client ... Reviewing and managing projects prepared by tax associates and seniors * Effectively delegating ...
Senior Tax Associate, Private Client Tax
Atlanta, GA · On-site +1
$78K - $97K/yr
Join Aprio's Private Client Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Associate to join ...
Senior Tax Associate, Private Client Tax
Atlanta, GA · On-site +1
$78K - $97K/yr
Join Aprio's Private Client Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Associate to join ...
Senior Tax Associate, Private Client Tax
Atlanta, GA · On-site +1
$78K - $97K/yr
Join Aprio's Private Client Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Associate to join ...
Senior Tax Associate, Private Client Tax
Atlanta, GA · On-site +1
$78K - $97K/yr
Join Aprio's Private Client Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Associate to join ...
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll ... trades and private investments * Provide support across a diverse suite of products and ...
New
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll ... trades and private investments * Provide support across a diverse suite of products and ...
New
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll ... trades and private investments * Provide support across a diverse suite of products and ...
New
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll ... trades and private investments * Provide support across a diverse suite of products and ...
New
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll ... trades and private investments * Provide support across a diverse suite of products and ...
Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll ... trades and private investments * Provide support across a diverse suite of products and ...
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth ...
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth ...
J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA
$14.25 - $19.50/hr
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth ...
J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA
$14.25 - $19.50/hr
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth ...
J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA
Alpharetta, GA · On-site
$13.75 - $19/hr
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth ...
J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA
Alpharetta, GA · On-site
$13.75 - $19/hr
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart ... trades and private investments * Provide support across a diverse suite of products and ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart ... trades and private investments * Provide support across a diverse suite of products and ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart ... trades and private investments * Provide support across a diverse suite of products and ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart ... trades and private investments * Provide support across a diverse suite of products and ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart ... trades and private investments * Provide support across a diverse suite of products and ...
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart ... trades and private investments * Provide support across a diverse suite of products and ...
Trusts & Estates Associate Attorney
Atlanta, GA · Hybrid
$225K - $340K/yr
Chicago | Hybrid Trusts & Estates Associate Attorney AmLaw 100 Opportunity Compensation $225,000 ... private client and wealth planning practice High-net-worth and ultra-high-net-worth client base ...
Quick apply
Trusts & Estates Associate Attorney
Atlanta, GA · Hybrid
$225K - $340K/yr
Chicago | Hybrid Trusts & Estates Associate Attorney AmLaw 100 Opportunity Compensation $225,000 ... private client and wealth planning practice High-net-worth and ultra-high-net-worth client base ...
Private Client Associate information
See Georgia salary details
$22.6K - $27.2K
21% of jobs
$28.2K is the 25th percentile. Wages below this are outliers.
$27.2K - $31.9K
20% of jobs
The median wage is $35.5K / yr.
$31.9K - $36.6K
12% of jobs
$36.6K - $41.2K
9% of jobs
$41.2K - $45.9K
9% of jobs
$48.9K is the 75th percentile. Wages above this are outliers.
$45.9K - $50.6K
5% of jobs
$50.6K - $55.2K
11% of jobs
$55.2K - $59.9K
7% of jobs
$59.9K - $64.6K
0% of jobs
$64.6K - $69.2K
2% of jobs
$69.2K - $73.9K
3% of jobs
$22.6K
$40.5K
$73.9K
How much do private client associate jobs pay per year?
What does a client associate do?
What job makes $10,000 a month without a degree?
Is Associate the lowest position?
How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?
What is a Private Client Associate?
What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?
Is client associate entry level?

Full-time
Posted 15 days ago
Job description
Rockefeller Capital Management was established in 2018 as 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 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business unit 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 day's 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
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") 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").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.