Senior Private Client Advisor
Rockefeller Capital Management
Rockefeller Capital Management is seeking a Senior Client Associate for its Private Advisor team within the Global Family Office to support high-net-worth clients in the Boca Raton area. The role emphasizes meticulous client service, detailed account administration, and timely processing of cash movements and investments. The successful candidate will handle account openings, transfers, and reporting, while coordinating with advisors and using Concur for expense reporting. #J-18808-Ljbffr Rockefeller Capital Management
Vacancy posted 2 days ago
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