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Private Client Associate - Wealth Management

Rockefeller Capital Management

Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. The role supports high-net-worth clients, handling account openings, asset transfers, and documentation with meticulous attention to detail. You will engaging directly with clients and assist in preparing presentations and reports for meetings. The ideal candidate brings 2+ years in client service in financial services, strong communication and organization, and #J-18808-Ljbffr Rockefeller Capital Management

Vacancy posted 1 day ago
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