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Rockefeller Financial

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Rockefeller Financial

Client Associate

Boston, MA · On-site

$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

Newtown, PA · On-site

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

Wildwood, MO · On-site

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 ...

Rockefeller Financial

Client Associate

Atlanta, GA · On-site

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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Client Associate

Rockefeller Financial

Boston, MA • On-site

$45K - $90K/yr

Other

Medical, Retirement, PTO

Re-posted yesterday

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 $224 billion in client assets as of June 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 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
Client Service & Relationship Support
  • Provide top-quality service to clients and support the administration of client accounts
  • Respond to client inquiries regarding account activity and statements
  • Assist clients with online account access
  • Prepare client correspondence, obtain necessary approvals, and distribute communications
  • Attend client meetings as needed
  • Assist in the preparation of presentations, reports, and other materials for client meetings
Account Administration & Cash Management
  • Open new accounts and process account maintenance requests
  • Obtain required documentation, approvals, and signatures for account-related activities
  • Complete investment subscription documents
  • Maintain client records and files
  • Complete necessary filing and document retention requirements
  • Process asset transfers and money movement requests
  • Process client cashiering requests, including wires, checks, journals, deposits, and money market redemptions
Operations & Investment Support
  • Support the operational management of client accounts
  • Monitor daily cash activity; enter trade instructions as needed
  • Review and reconcile account activity, trades, and fund transfers with custodian and clearing firm systems
Business Development & Marketing Support
  • Support client seminars, events, and other marketing initiatives
  • Assist with client outreach and event promotion via client relationship management tool
Team & Office Administration
  • Generate and submit expense reports through Concur
  • Provide administrative and office management support to the team
    Assist with special projects and administrative tasks as needed
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 within six months of hire date
  • 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 Envestnet, Wealthscape, Seismic, and Addepar a plus

Compensation Range
The anticipated base salary range for this role is $45,000to $90,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
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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