Private Client Associate — Wealth Management

Rockefeller Capital Management

Rockefeller Capital Management is looking for a motivated Client Associate to join its Private Advisor team in Carmel, Indiana. The ideal candidate will possess strong communication and organization skills, and have a thorough attention to detail. Responsibilities include managing client accounts, asset transfers, and providing top-notch service to high-net-worth clients. Applicants should have a BA/BS degree and ideally possess 2-5 years of client service experience in the financial industry, along with certifications such as Series 7 & 66. #J-18808-Ljbffr Rockefeller Capital Management

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Vacancy posted 10 hours ago

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