ZipRecruiter

Log In

Rockefeller & Co.

60 Rockefeller Capital Management Jobs Hiring Near You

Rockefeller Capital Management

Client Associate

Boston, MA · On-site

$45K - $90K/yr

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 ...

previous pagenext page

Showing results 21-40

All JobsRockefeller Capital Management Jobs

Rockefeller & Co. Jobs Information

What are the most popular titles at Rockefeller Capital Management?

What are the most popular cities for Rockefeller Capital Management jobs?

What are the most popular states for Rockefeller Capital Management jobs?

Client Associate

Rockefeller Capital Management

Grand Rapids, MI • On-site

Full-time

Re-posted 11 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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Position

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Senior Client Associate. The Senior 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
  • BA/BS degree
  • At least 2 years of experience in the industry preferred
  • Registered with Series 7 & 66 (or 7, 65 & 63)
Skills
  • Excellent 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
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.

Employment Type: FULL_TIME

Apply