Senior Private Client Associate
Rockefeller Financial
Rockefeller Capital Management is seeking a motivated individual for the role of Senior Client Associate within their Private Advisor team. This position involves working directly with high-net-worth clients, ensuring thorough account management, and providing excellent service through various administrative tasks. The ideal candidate will bring a BA/BS degree and preferably over 5 years of experience in the financial industry, along with registration in Series 7 and 66. Candidates should also possess strong client facing, organizational, and detailed work skills. #J-18808-Ljbffr
Vacancy posted 3 days ago
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