Private Wealth Client Associate
Rockefeller Capital Management
Rockefeller Capital Management is seeking a Client Associate to support our Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients and handle account activity, documentation, and reporting with meticulous attention to detail. The ideal candidate has 1–3 years of client service experience in finance, a BA/BS degree, and willingness to obtain Series 7/66. #J-18808-Ljbffr Rockefeller Capital Management
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Client Associate in Fort Lauderdale, FL vacancy
- Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedFull timeSeasonal workWork at officeDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...guidance. 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
- ...Rockefeller Capital Management is seeking a Client Associate to support our Private Advisor team within the Rockefeller Global Family Office. You will interact directly with high-net-worth clients and handle account activity, documentation, and reporting with meticulous...SuggestedWork at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. 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
- ...Do you know how to take care of people?We’re looking for a Client Service associate to:• Keep management systems up-to-date with client information... ...team in the Las Olas Branch. This benefits our Global Wealth Management team. As a Client Service Associate, you’ll play...SuggestedWork at officeFlexible hours
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Work at officeLocal area
- ...Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The... ...marketing and day-to-day operations of a growing wealth management practice. This role requires...Work at officeLocal area
- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than...Flexible hours
- ...office in London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position A Private Advisor team within our Rockefeller Global Family... ...individual to join its growing team as a Client Associate. The Client Associate will work with our Private...Work at officeLocal area
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...Work experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...Work at officeLocal area
- ...business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and... ...exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma...Full timeInternship
$250k
...seeking a Trust & Estate Attorney for its client's Tampa or Ft. Lauderdale office. We... ...immediate opening for a Trust & Estates associate with 5-8 years of experience with estate... ...domestic and international tax, non-profit tax, wealth & succession planning, and tax...Work at officeImmediate start- ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance, and... ...for candidates looking for career growth in private client tax. Due to increased demand for their...
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based at PNC's Nob Hill & Cleary Branch, 801 N Nob Hill Road,...Full timeTemporary workPart timeWork experience placementWork at office
- ...goods. From attorneys in all 50 states, to client support staff, creative marketing to... ...management software, litigation resources, and a wealth of benefits in service of optimization... ...in good standing with the State Bar Association in AZ Ideally 3+ years of Personal...Full timeWork at officeLocal area
- ...Jackson Hewitt - JobID: 100-167924929 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
- ...Job Description • Serve as a point of contact for clients via phone and email. • Assist with account maintenance, including opening... ...com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy...Work at office
- ...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
- ...enforcement matters.Portable business is not required. The position offers the opportunity to work with sophisticated institutional clients and support complex lender-focused matters involving distressed loans, troubled borrowers, and recovery strategies.Practice...
$140k - $180k
...practitioners in the fieldNational platform with a strong reputation among insurance industry clientsMeaningful responsibility and client interaction from day oneCollegial, team-oriented culture with excellent mentorshipComprehensive benefits package and long-term growth...Work at officeRemote work- ...compliance with relevant laws and regulations while representing clients throughout the pre-litigation lifecycle and guiding matters... ...Off PackageWho You Are:Juris Doctor Degree from an American Bar Association-Accredited Law SchoolActive Member in Good Standing with State...
- ...under quality standards defined by the Bank for the international client. Ensures transactions are processed within service levels by... ...current banking products / services, as well as the processes associated to the delivery of these products and services. Prepares, as...Temporary workWork experience placement
- ...Personal Injury Attorney Ascension Global Staffing & Executive Search is seeking a Personal Injury Attorney for its client's Broward office. About The Role: A well-respected plaintiff-side personal injury law firm in Broward County, Florida is seeking a motivated...Work at office
- ...We live by our core values—Semper Fidelis, Deliver a Wow, Embrace Change, Pursue Growth, and Maximize Potential—ensuring that every client receives personalized, compassionate, and strategic representation. As a Divorce & Family Law Litigation Attorney, you'll join a...Temporary work
- ...A bit about us: We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm operates out of several offices throughout the state. We serve a diverse...Local area
- ...Bankruptcy Attorney - Fort Lauderdale, FL | Remote Option for Attorneys in Miami or Palm Beach Our client, a well-established and industry-leading law firm, is seeking a Bankruptcy Attorney to join its growing National Bankruptcy practice. This is an excellent opportunity...Work at officeLocal areaRemote work
- ...A bit about us: We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm operates out of several offices throughout the state. We serve a diverse...Work experience placementLocal area
- ...Job Description: Our client is a team of dedicated trial lawyers representing individuals who have suffered life-changing injuries. They pride themselves on achieving justice through high-quality advocacy and providing a supportive environment for attorneys to grow...Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Client Associate. Be the first to apply!
Related searches
- client relationship associate Fort Lauderdale, FL
- registered client associate Fort Lauderdale, FL
- client account associate Fort Lauderdale, FL
- client training associate
- senior client service associate
- seasonal client associate
- client success associate
- client services associate
- client relationship associate
- client solutions associate


