Wealth Management Client Associate
Rockefeller Capital Management
Rockefeller Capital Management is seeking a Client Associate for our Private Advisor team within the Rockefeller Global Family Office unit. The role focuses on serving high-net-worth clients with meticulous attention to detail, effective communication, and strong organizational skills. The ideal candidate will support account openings, asset transfers, cash management, and client reporting while collaborating with Private Advisors to deliver exceptional client service and maintain accurate #J-18808-Ljbffr Rockefeller Capital Management
- ...Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within Rockefeller Global Family Office. You will be the face of the practice, interact directly with high-net-worth clients, and support the team with meticulous administrative...SuggestedWork at office
- ...About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeShift workDay shift
- RBC Capital Markets, LLC is hiring a Senior Registered Client Associate in Indianapolis, IN. In this role, you will support financial advisors... ...and clients through relationship building and compliance management. Key qualifications include a Bachelor's degree, Series 7...Suggested
$75k - $85k
Aaron Wealth Advisors, located in Carmel, IN, seeks an experienced Client Service Associate to provide exceptional client experiences and manage complex workflows. The ideal candidate has 2+ years in a client service role within an RIA or family office, along with proficiency...SuggestedFull timeWork at office- ...What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch...SuggestedFlexible hours
- ...Senior Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours
- ...Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral... ...of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients,...Full timeFlexible hours
- ...About Rockefeller Capital Management Rockefeller Capital Management was established in... ...London. The Firm oversees $221 billion in client assets as of May 31, 2026. Position... ...join its growing team as a Senior Client Associate. The Senior Client Associate will work...Work at officeLocal area
$70k
Windward Recruiting is seeking a Client Service Associate in Carmel, Indiana to deliver a white-glove... ...experience. This full-time position entails managing complex client relationships and... ...in client service, preferably within wealth management, and must hold a bachelor's...Full time- ...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...Full timeFlexible hours
$75k - $85k
...We are seeking an experienced Client Service Associate who delivers a white‑glove client experience and serves as relationship manager for complex client and operational workflows to... ...a full‑time in‑office position. Aaron Wealth Advisors is premier independent Registered...Full timeWork at officeLocal area- ...most important people decisions. We help clients build better workplaces, where people... ...think of Gallagher. Overview As the Client Associate you will develop industry knowledge and... ...client deliverables We assist Client Service Managers with the preparation of RFPs, coordinate...Work at officeLocal area
$70k
...We are seeking an experienced Client Service Associate who wants to deliver a white‑glove client experience and serve as a relationship manager for complex client and operational workflows... ...management requests, and other specialized wealth management activities. Partner with...Full timeWork at office$50k - $65k
...dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies...- ...confidence. 5. Integrity: Uphold the highest standards of integrity in all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications: Genuine desire to help others and make a positive...Remote workWork from home
- ...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services... ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently...Work experience placementWork at office
- Arthur J. Gallagher & Co. (AJG) in Carmel, IN seeks an Client Associate to learn industry knowledge and support account teams in delivering exceptional service to Gallagher’s clients. You will learn the business hands-on and gain decision-making abilities under supervision...
- ...analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for... ...strength in process execution, documentation accuracy, and workflow management, known for reliability and precision under deadline‑driven...Work at officeLocal areaShift work
$21.75 - $44.5 per hour
...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...proactive mindset, strong relationship management skills, and the ability to anticipate... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work- A technology-driven company in Carmel, Indiana, seeks an enthusiastic individual to promote products via social media and build a team of representatives. Ideal candidates have a sales background and passion for health and wellness. Responsibilities include recruiting, ...
- ...About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine Travels Hello Sunshine Travels... ...booking information Process payments and assist with invoice management Collaborate with team members to ensure seamless client...Remote workFlexible hours
- ...We’re looking for a Client Service Associate to keep management systems up-to-date with client information, educate clients on account services and capabilities, help with the preparation of reports and other materials for client meetings, collect the right documentation...Full timeWork experience placementWork at office
- ...to guide homebuyers through the purchasing process. This role emphasizes proactive sales techniques, strong customer relationship management, and deep knowledge of the housing market. The ideal candidate will have experience in new home sales, excellent communication...
- ...This role requires extensive contact with clients, governmental agencies and opposing... ...ogletree.com with "Employment Litigation Associate - Indianapolis" in the subject line. Please... ...and employment law firms representing management in all types of employment-related legal...Work at officeLocal areaFlexible hours
$100k - $120k
...real estate investment company focused on the acquisition and management of multifamily apartment communities. Headquartered in Carmel,... ...Counsel to join our growing in-house legal team. Reporting to the Associate General Counsel, this role is built for an attorney who is...Full timeContract workTemporary workLive outWork at officeLocal areaImmediate startMonday to FridayFlexible hoursShift work- ...opportunity for a mid-level litigation associate to join the firm’s nationally recognized... ...This role requires extensive contact with clients, governmental agencies and opposing... ...skills, superior organizational and time management skills and an ability to relate to and inspire...Work at officeLocal areaFlexible hours
- ...functioning workforces that are engaged and stable, and share our clients’ goals to emphasize belonging and respect for the... ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers “Best Law Firms”.This position...Contract work
- ...Job Description Job Description Description: The Client Service Associate (CSA) provides critical support to the firm and our daily operations. Primary duties include: Account Openings Money Movement (Journal/ACH/Wire) Account Maintenance Resolve...Work at office
- ...opportunity provides the structure, mentorship, and flexibility to build something meaningful. We offer comprehensive training, inbound client interest, and a supportive development system so you can focus on delivering exceptional service and strengthening your...Remote jobWeekly payFull timeFlexible hours
- ...attorneys in all 50 states, to client support staff, creative marketing... ...privy to world-class case docket management software, litigation resources, and a wealth of benefits in service of... ...standing with the IN State Bar Association Ability to manage high volume of...Full timeLocal area
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