Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Client Associate

Rockefeller Capital Management

Rockefeller Capital Management is seeking a Client Associate-Analyst to join its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, ensuring thorough, detail-oriented service and effective coordination with advisors. The role emphasizes strong communication, organization, time management, and problem-solving skills, with opportunities for growth and professional development in a fast-paced environment. #J-18808-Ljbffr Rockefeller Capital Management

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Client Associate in Brooklyn, NY vacancy
  • $20.87 - $27.84 per hour

    ## Wealth Management Client AssociateApply: Rio Rancho, NM: Arvada, CO: Full time: Posted Today: End Date: September 30, 2026 (19 days left to...  ...services, internal policies, procedures, and all associated regulatory requirements - Experience with the policies, processes... 
    Suggested
    Full time
    Temporary work
    Local area

    U.S. Bank

    Brooklyn, NY
    2 days ago
  • Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality... 
    Suggested

    HighTower Advisors, LLC

    Brooklyn, NY
    5 days ago
  • At Integrated Wealth Partners, we believe wealth should have a purpose . We are a high-touch...  ..., financial planning professionals, client experience professionals, and operations...  ...Position Overview The Client Experience Associate helps ensure every IWP client receives a... 
    Suggested
    Full time

    Wausau Region Chamber of Commerce

    Brooklyn, NY
    4 days ago
  • Careers at The First National Bank in Sioux Falls As a Client Experience Associate, you will support the delivery of Wealth Management services to ensure client satisfaction, retention, and compliance with all policies and procedures governing fiduciary relationships.... 
    Suggested
    Temporary work
    Work at office

    First National Bank in Sioux Falls

    Brooklyn, NY
    3 days ago
  • Job Description Summary Snowpine Wealth is an independently owned wealth management practice...  ...guidance and a highly personalized client experience. Small yet mighty, we work collectively...  ...an RJFS independent branch and all RJFS associates at this branch are independent... 
    Suggested
    For contractors
    Work experience placement
    Work at office

    Raymond James Financial, Inc.

    Brooklyn, NY
    3 days ago
  • $57k

     ...individual, small business and institutional clients. We are a longstanding leader in...  ...with confidence. As the Client Support Associate, you'll shadow client appointments, learn...  ...Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments... 
    Full time
    Part time
    H1b
    Work at office
    Immediate start
    Work from home
    Visa sponsorship
    1 day per week

    Threadneedle group

    Brooklyn, NY
    4 days ago
  •  ...individual, small business and institutional clients. We are a longstanding leader in...  ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...  ...Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments... 
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Threadneedle group

    Brooklyn, NY
    4 days ago
  •  ...creating a workplace that looks like the world that we serve. Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into... 
    Remote work
    Flexible hours

    DTCC- The Depository Trust & Clearing Corporation

    Jersey City, NJ
    3 days ago
  •  ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service... 
    Work at office

    Chase

    Jersey City, NJ
    3 days ago
  • Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by... 

    JP Morgan Chase

    Jersey City, NJ
    8 hours ago
  • $45k - $90k

     ...office in London. The Firm oversees $237 billion in client assets as of August 31, 2026. Position A Private Advisor teamwithin our Rockefeller Global Family...  ...motivated individual to join its growing team as a Client Associate-Analyst.The Client Associate-Analyst will work... 
    Work at office
    Local area

    Rockefeller Capital Management

    Brooklyn, NY
    5 days ago
  • This entry-level position supports client satisfaction through relationship-focused communication, service coordination, and in-person assistance. STYLE Interactive, collaborative and customer-facing Primary responsibilities Welcome and assist clients face to face Respond... 

    Stadium Scene

    Brooklyn, NY
    2 days ago
  •  ...IT hardware retirement provider for hyperscaler and enterprise clients. We leverage a nationwide footprint (and international partner...  ...industry. For more information, please visit: As a Customer Support Associate, you'll sit at the intersection of logistics and client success... 
    Remote work
    Night shift

    Sproutup

    Brooklyn, NY
    1 day ago
  •  ...thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's... 
    Work at office

    Aumni

    Jersey City, NJ
    2 days ago
  •  ...insurance About the Role Signarama King of Prussia/Norristown/Willow Grove is looking for a friendly, organized, and dependable Client Success Associate to join our team in Fort Washington, PA. This role is ideal for someone who enjoys working with customers, staying... 
    Work at office

    Signarama

    Brooklyn, NY
    1 day ago
  •  ...coordinating and facilitating discussions with internal departments. Help develop and execute customer success plans tailored to each client's goals and business objectives. Provide regular updates to internal teams on customer status, feedback, and opportunities for... 
    Work at office

    Industry Analysts, Inc.

    Brooklyn, NY
    1 day ago
  • $60k - $115k

     ...creating a workplace that looks like the world that we serve. Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into... 
    Full time
    Remote work
    Flexible hours

    DTCC

    Jersey City, NJ
    4 days ago
  •  ...from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan...  ...Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling... 
    Full time
    Remote work

    Hellosunshinetravels

    Jersey City, NJ
    2 days ago
  •  ...Make your mark in an innovative product through impactful client collaboration and crafting exceptional solutions that cater to clients' needs. As a Senior Client Solutions Architect Associate in Embedded Payments, you contribute significantly to a team that innovates... 

    Next Frontier Capital

    Jersey City, NJ
    9 hours ago
  •  ...About the Company The Client Services Agent is a key participant in elevating workplace experience by delivering comprehensive reception, facility, conference, emergency, and travel support. This position requires a proactive approach to client interaction, cross... 

    The Phoenix Group

    Weehawken, NJ
    3 days ago
  •  ...capabilities include real estate strategy and planning, project management, development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as one of the nation’s top healthcare developers by both Modern... 

    Hammes Company

    Brooklyn, NY
    2 days ago
  •  ...matters from intake through resolution Draft wills, trusts, powers of attorney, and other estate planning documents Advise clients on wealth preservation, long-term care planning, and estate administration strategies Represent clients in probate, administration,... 
    Local area

    Jobot

    Flushing, NY
    5 days ago
  •  ...guardianships Why join us? 401(k) Paid time off Private parking lot NO billables Job Details Job...  ...candidate will be responsible for assisting clients with the legal aspects of managing their wealth and ensuring their assets are distributed according... 
    Permanent employment
    Local area

    Jobot

    Flushing, NY
    4 days ago
  •  ...due to a disability, contact this employer to ask for an accommodation or an alternative application process. Registered Client Service Associate Active - Regular full-time Exempt 2810 Johnston, Lafayette, LA, US 1 Attachments 8 days ago Requisition ID: 2742 PURPOSE... 
    Full time
    Work at office

    99.9 Ktdy

    Brooklyn, NY
    4 days ago
  •  ...industry leading technology, Stack’s Bowers Galleries provides every client the opportunity to achieve their numismatic goals through live...  ...a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of... 
    Full time
    Work at office
    Flexible hours

    Gold

    Brooklyn, NY
    4 days ago
  • Client Support Associate Hospital Success · Remote (US) · Full-time · Reports to Director of Hospital Success About Nest Nest builds care plan infrastructure for veterinary hospitals. Corporate veterinary groups use Nest to run preventive care memberships under their... 
    Full time
    Remote work

    Nest Veterinary

    Brooklyn, NY
    4 days ago
  • The Client Services Associate supports successful client implementations and ongoing account needs within Ludi’s healthcare technology platform. This role partners closely with the VP of Implementation and VP of Account Management to ensure accurate data loads, quality... 
    Contract work
    Remote work
    Work from home
    Home office
    Flexible hours

    Ludi, Inc.

    Brooklyn, NY
    3 days ago
  • $55k - $60k

    Roundabout Theatre Company, the nation’s largest not-for-profit theatre, seeks a Client Services Associate. Reporting to the Senior Manager for Client Services, the Client Services Associate will facilitate and support event and database-related work within Roundabout's... 
    Full time
    Live in
    Work at office
    Remote work

    Roundabout Theatre Company

    Brooklyn, NY
    3 days ago
  •  ...marketing, SEO and website globalization to multimedia work, video, e-learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized in optimizing business processes. That’s enough about us -... 
    Internship
    Local area

    TransPerfect Inc

    Brooklyn, NY
    2 days ago
  • Jersey City, NJ | Full-Time About the Role We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. In this role, you’ll work directly with clients to understand their needs,... 
    Full time

    FF Inc

    Jersey City, NJ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Client Associate. Be the first to apply!