Job summary
Job post source
This job is directly from Rockefeller Capital Management
Job overview
The Client Associate role at Rockefeller Capital Management supports the Private Advisor team by managing client accounts and providing high-quality service to ultra- and high-net-worth clients.
Responsibilities and impact
The Client Associate handles account opening, asset transfers, cash management, client inquiries, administrative tasks, client correspondence, compliance training, and supports marketing and office management efforts.
Compensation and benefits
The base salary ranges from $70,000 to $75,000 with potential discretionary bonuses, and includes comprehensive benefits such as health coverage, vacation, paid leave, and retirement plans.
Experience and skills
Candidates should have 3-5 years of client service experience in finance or equivalent, Series 7 & 66 licenses preferred or willingness to obtain, a BA/BS degree, strong client service, organizational skills, and proficiency in Microsoft Office; eMoney software experience is a plus.
Work environment and culture
Rockefeller Capital Management values diversity and equal opportunity, offering a supportive environment with compliance and continuing education training.
Company information
Rockefeller Capital Management, founded in 1882 and established as an independent firm in 2018, manages $151 billion in assets and serves high-net-worth clients from 30 US markets and London.
Team overview
The Client Associate will join the Private Advisor team within the Rockefeller Global Family Office business unit, working closely with advisors and clients.
Unique job features
The role offers direct client interaction, involvement in high-net-worth client account management, and participation in client meetings and presentations.
Company overview
Rockefeller Capital Management is a leading financial services firm that provides strategic advice to ultra-high-net-worth individuals, families, institutions, and corporations. They generate revenue through wealth management, asset management, and strategic advisory services. Founded in 2018, the company builds on the legacy of the Rockefeller family, known for their historical influence in finance and philanthropy. Their comprehensive approach integrates investment management, financial planning, and family office services, emphasizing personalized client relationships and long-term growth.
How to land this job
Tailor your resume to emphasize client service experience in the financial industry, highlighting your ability to manage high-net-worth client relationships and perform account administration tasks like account opening, asset transfers, and cash management.
Showcase strong organizational, communication, and problem-solving skills, as well as proficiency in Microsoft Office tools such as Excel and PowerPoint, which are critical for preparing client presentations and managing workflow in a fast-paced environment.
Apply through multiple channels including Rockefeller Capital Management's official careers site and LinkedIn to maximize your application visibility and ensure your resume reaches the right teams.
Connect with current employees in the Rockefeller Global Family Office division on LinkedIn; use ice breakers like commenting on recent client seminar initiatives or asking about their experience working with ultra-high-net-worth clients to build rapport.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client service,' 'account maintenance,' 'asset transfers,' 'cash management,' and 'compliance training' to improve your chances of passing automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailoring your resume, identify the best application platforms, and find relevant LinkedIn contacts, allowing you to focus your energy on interview preparation and networking.
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