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Rockefeller Financial

Client Associate

Saratoga Springs, NY · On-site +1

$45K - $90K/yr

About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office ...

Rockefeller Financial

Client Associate

Saratoga Springs, NY · On-site +1

$45K - $90K/yr

About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office ...

Rockefeller Financial

Client Associate

Stamford, CT

$45K - $110K/yr

About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office ...

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How much do rockefeller jobs pay per hour?

As of Jun 5, 2026, the average hourly pay for rockefeller in the United States is $19.97, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $17.79 per hour, depending on experience, location, and employer.

What are some common challenges faced by professionals working in philanthropy roles at large foundations like the Rockefeller Foundation?

Professionals in philanthropy roles at major foundations often face the challenge of balancing ambitious social impact goals with practical constraints like funding limitations and stakeholder expectations. Navigating complex global issues, measuring program outcomes, and fostering partnerships across sectors are also common aspects of the job. Collaboration with diverse teams and external organizations is frequent, requiring strong communication and adaptability. Additionally, professionals must stay informed on emerging trends in philanthropy to ensure programs remain effective and relevant.

What are the key skills and qualifications needed to thrive as a Rockefeller, and why are they important?

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What is the difference between Rockefeller vs Financial Analyst?

AspectRockefellerFinancial Analyst
Required CredentialsBachelor's degree, finance or related field; often an MBA or CFABachelor's degree in finance, accounting, or economics; CFA preferred
Work EnvironmentHigh-level investment firms, private equity, or family officesCorporations, banks, investment firms, or consulting
Industry UsagePrivate wealth management, investment strategyFinancial planning, investment analysis, reporting
Common Search/ComparisonYesYes

Rockefeller professionals typically focus on high-net-worth client management and investment strategies within private wealth or family offices, often requiring advanced finance credentials. Financial Analysts analyze financial data, prepare reports, and support investment decisions across various industries. While both roles involve finance expertise, Rockefellers operate at a more strategic, client-focused level, whereas Financial Analysts focus on data analysis and reporting.

What is a Rockefeller?

A Rockefeller typically refers to a member of the Rockefeller family, a prominent American family known for their immense wealth and influence, particularly in the oil industry. The family's fortune began with John D. Rockefeller, the founder of Standard Oil, who became one of the richest people in history. Today, the name 'Rockefeller' is also associated with philanthropy, finance, and various institutions established by or named after the family. There is no specific job called 'Rockefeller'; rather, it refers to the legacy and roles held by family members in business, philanthropy, and public life.
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Rockefeller jobs near you

Client Associate

Rockefeller Financial

Bridgeport, PA

Other

Posted 16 days ago

Job description

About Rockefeller Capital Management
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 $212 billion in client assets as of April 30, 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 ultra-high-net-worth and 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 degre
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.

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