Private Wealth Client Associate

$45k - $110k

Rockefeller Financial

Rockefeller Capital Management is seeking a motivated Client Associate for its Private Advisor team in Boston. This role involves supporting high-net-worth clients with account management, investment documentation, and client inquiries. The ideal candidate has 3-5 years of client service experience in the financial industry, Series 7 & 66 certifications, and strong communication and organizational skills. A competitive salary range of $45,000 to $110,000 is offered along with a comprehensive benefits package. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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